Bluenose Investment Management Inc. is dedicated to providing highly personalized and flexible investment portfolio management services. We specialize in providing discretionary investment management to private clients through all stages of the wealth cycle from accumulation and growth through preservation and distribution.
Bluenose was founded in 2001 in Lake Country near Kelowna, BC. Bluenose is registered as a Portfolio Manager with the provincial securities commissions in all provinces in which it conducts business. Bluenose is an independent, privately owned firm.
Our mission is to work with our clients as partners to develop and implement a personalized, unbiased investment strategy. We will apply our proven investment experience and knowledge to build, manage and preserve our client’s investments. Bluenose acknowledges the importance of our relationships and will provide our clients with a superior level of service and initiate regular communication. We will make certain that our clients are kept informed and are comfortable with the way their portfolio is managed. Our success is measured by our clients’ success in achieving their investment goals.
A Trusted Partner
Our clients can be assured that we maintain the highest level of ethical standards and professional conduct. We ensure that the interests of our clients are always placed first and will act with integrity and honesty in all aspects of our business.
Bluenose has adopted the Code of Ethics and Standards of Professional Conduct of the CFA Institute — the highly respected international organization that supervises the strict ethical and professional standards in the investment industry. Our Portfolio Managers hold the CFA (Chartered Financial Analyst) designation, which is recognized internationally as one of the highest standards of education in security analysis and portfolio management.