My Portfolio – Hemisphere

About Us
Our Services
Private Portfolio Management

Our Private Portfolio Management service is a highly flexible, discretionary investment solution available to clients with investable assets greater than $750,000.

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Select Managed Portfolios

Our Select Managed Portfolio service is a discretionary investment solution with a structured approach available to clients with investable assets between $250,000 and $750,000.

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The Hemisphere Foundation

The Hemisphere Foundation was created to promote philanthropy and estate planning by offering our clients a convenient way to assist with their charitable giving.

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Connected Counsel

The Connected Counsel platform brings partner firms together to enhance the value added to mutual client relationships.

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Performance
Private Portfolio Management

Core Balanced Composite

The Core Balanced Composite consists of consolidated client portfolios with an equity mix between 40% and 80%, mostly comprised of individual securities.

Income Balanced Composite

The Income Balanced consists of consolidated client portfolios with and equity mix between 15% and 40%, mostly comprised of individual securities.

Select Managed Portfolios

Pooled Funds

Canadian Value Fund

The Canadian Value Fund invests primarily in high-quality Canadian companies.

Select Shares U.S. Fund

Select Shares U.S. Fund invests primarily in high-quality U.S. companies.

Global Investment Performance Standards (GIPS®)

The Global Investment Performance Standards (GIPS®) are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results.

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Resources
- Newsletters
My Portfolio
- National Bank Independent Network
- Black Diamond Wealth Platform
National Bank Independent Network

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Black Diamond Wealth Platform

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Private Portfolio Management

Select Managed Portfolios

The Hemisphere Foundation

Connected Counsel

Private Portfolio Management

Core Balanced Composite

Income Balanced Composite

Select Managed Portfolios

Pooled Funds

Canadian Value Fund

Select Shares U.S. Fund

Global Investment Performance Standards (GIPS®)

National Bank Independent Network

Black Diamond Wealth Platform

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