With the elite distinction of CIBC Wood Gundy Portfolio Manager, Mark Bowland of Bowland Wealth Management Group has the ability take your wealth a step further and personally design portfolios reflecting various investment styles for the exclusive use of his clients.
Advisor Managed Accounts (AMA) allow the team to move quickly in fast-paced markets and make adjustments to every clients portfolio instantaneously.
Professional Fully-Managed Account
Your account will be professionally managed by Mark Bowland, a discretionary Portfolio Manager, and his team according to your specific needs
Unrivalled Expertise
Bowland Wealth Management Group is able to provide you with the benefit of their unique expertise gained from having met the most stringent business qualification criteria and industry requirements
Freedom from Day-to-Day Decisions
Calls on every trade are eliminated, evolving the nature of your conversations with your Portfolio Manager by relieving you from day-to-day investment decisions
Transparent Costs
The transparent fee-based billing aligns your interests with those of Bowland Wealth Management Group and also provides you with potential tax deductions for investment fees
Requirements to Become a Portfolio Manager
This elite distinction requires the following criteria be met:
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Hold the Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) designation. These are the highest designations in the area of Portfolio Management.
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Completion of more than five years as an Investment Advisor.
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Thorough knowledge of the market and economic conditions.
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Maintain a solid reputation for providing excellent client service.
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Minimum portfolio of investable assets to be held by the Investment Advisor
