BUILDING WEALTH
Jacob Securities Private Wealth combines lengthy market experience with tailored financial strategies. Our goals are twofold: preservation of capital and asset growth.
Meeting your goals
In a professional relationship, you want experienced and informed advice. Our collective expertise and market sense underpin our investment strategies.
Where needed, we will raise risk issues. As financial markets evolve, we will make the case for needed strategy adjustments. As an independent firm, Jacob Securities can construct our portfolios without product bias.
You need your financial goals professionally assessed, and followed up with a sound diagnosis for action.
A measure of good investment guidance is the confidence to propose a change in strategy when conditions dictate it.
Types of portfolios can range from retirement accounts to complex trust and tax structured accounts.
For all these accounts, the investment objectives are the same: Build a prudent growth or income strategy, then report and explain the account’s progress – clearly and consistently.
PLANS AND SOLUTIONS
Transaction based accounts
Decisions are implemented through on-going discussion between client and advisor. Transaction accounts allow a high level of client involvement with the investment strategy and investment mix.
Fee based accounts
Fee based accounts enjoy the full range of investment vehicles and services. The defined fee structure separates trade decisions from the cost of individual transactions. This assists in eliminating under performers, or in re-balancing assets
Structured plans
Jacob Securities offers a full range of structured investment plans, including retirement plans, tax free savings accounts, and corporate class tax advantaged vehicles.
Sucheta Rajagopal, LL.B, CIM, FCSI, CFP – Portfolio Manager, Private Wealth Management
Sucheta Rajagopal has been involved in Socially Responsible Investing (SRI) for over 10 years, advising retail and institutional clients on how to integrate environmental, social and governance issues into their investment portfolios.
A Portfolio Manager and Certified Financial Planner at Jacob Securities Inc., Sucheta manages one of the largest exclusively SRI books of business in Canada. Offering a variety of educational activities such as lunch ‘n learns, she helps clients improve both their financial literacy and knowledge of SRI, encouraging them to champion SRI within their own circles.
As an advocate for SRI, Sucheta is a blogger for SRI Monitor, and has discussed investing on BNN, CBC Newsworld and IE:TV as well as in various print media including More, Macleans, the Toronto Star and the Bullfrog Buzz.
Sucheta has an LL.B. from Osgoode Hall Law School. She is also a graduate of the Canadian Securities Institute’s Professional Financial Planning Program, a Certified Investment Manager (CIM), and a Fellow of the Canadian Securities Institute (FCSI). She is a past President of the Board of the Responsible Investment Association, and currently chairs the board of Planet in Focus.
Email: [email protected]
Tel: 416-866-8362
Twitter: @5ucheta
Investing, at its core, is a balance of capital preservation and realistic positioning for capital growth. We are not believers in “black box” solutions and overly diversified management styles. At all times, the portfolio should be understandable to the investor.
