Elite Wealth Strategies is a comprehensive investment program created exclusively for our clients by Union Securities Limited and our partners in portfolio management. It provides a unique approach to helping our clients achieve their investment goals.
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Investment Services : Elite Wealth Strategies
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Our Partners
Stonebrooke Asset Management Ltd.
The Firm
Stonebrooke Asset Management Ltd. and its predecessor firm have been in operation since the summer of 2000. Licensed as an investment counsel and portfolio manager, the firm is completely independent and 100% owned by its principal partners. Stonebrooke manages investment portfolios primarily for private individuals and their families, estates, trusts and individual pension plans. The majority of the funds managed are registered and held in LIF, LIRA, RIF and RRSP accounts.
Key personnel
George Kurcin - President and Portfolio Manager
Mark Faiz - Partner
CastleMoore Inc.
A Portfolio Management Company
The Firm
CastleMoore manages clients' investments through a methodical and disciplined set of systems that removes individual bias and emotion from the investment process. The company relies heavily on loss avoidance techniques based firstly on supply and demand analysis; secondly, on the traditional approach.
Key personnel
Robert "Hap" Sneddon, FCSI - President, Founder and Chief Portfolio Manager
Kenneth D. Norquay, CMT - Partner, Director and Chief Technical Strategist
Thomas Kleinschmidt - Associate Portfolio Manager
Matthew Bergin - Operations Analyst
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