At Ly & Associates Financial Group, we work with our clients in identifying financial services options which are based on each individual’s specific needs. When it comes to investment and portfolio management solutions, we have established a referral arrangement with KAI Asset Management Inc. whereby we introduce our clients to the benefits of having a full discretionary managed account.

For more information about KAI Asset Management Inc and the services they provide, please contact us or visit their website at Recent market commentaries can be found at:

KAI Asset Management is a Portfolio Manager and Exempt Market Dealer registered in the provinces of Manitoba, Saskatchewan, British Columbia, Alberta and Ontario. The firm is also registered as an Investment Fund Manager (IFM) in the provinces of Manitoba and Ontario. This communication is directed only to person resident in those jurisdictions.

KAI asset management portfolio construction details