Morgan Meighen & Associates Limited

Overview

Morgan Meighen & Associates Limited is a Canadian investment management firm specializing in private wealth and institutional investment management. Founded in 1955, the firm has a longstanding history of managing assets for private clients, institutional investors, and closed-end fund investors. With over $2 billion in assets under management, Morgan Meighen & Associates offers a range of investment options tailored to meet the diverse needs of its clients. The firm's investment approach combines top-down analysis to identify opportunities by geographic region and industry sector with bottom-up, fundamental analysis to select individual securities. This research-driven process is complemented by reports from leading global firms, ensuring a balance between optimal growth and lasting stability. Morgan Meighen & Associates provides two main channels of discretionary investment management: proprietary Pooled Funds and Separately Managed Accounts. The Pooled Funds are exclusive to the firm's clients and aim to deliver cost-effective, professionally managed portfolios that are diversified and liquid. These funds include Balanced, Global, Growth, Income, and Special Situations, each with distinct objectives ranging from stability and capital growth to long-term appreciation and consistent income generation. Separately Managed Accounts offer a higher degree of customization, allowing for tailored portfolio construction to align with individual investor needs, tax efficiency, and capital gains management. The firm's dedicated portfolio managers are directly accessible to clients, ensuring alignment in every decision and fostering long-term partnerships. Morgan Meighen & Associates' commitment to exceptional service and sophisticated risk management procedures has established it as a trusted partner in building generational wealth for Canadian families. The firm's team of portfolio managers has decades of experience guiding portfolios through various market cycles, emphasizing a long-term perspective in their investment strategies. This approach has enabled Morgan Meighen & Associates to navigate a wide range of market conditions and deliver consistent results for its clients. By merging timely insights with timeless principles, the firm designs unique portfolios customized to each client's goals, ensuring a personalized and effective investment strategy. Morgan Meighen & Associates' focus on diversification across asset classes, geography, industry, and individual securities, along with continuous monitoring and rigorous analysis, underscores its dedication to preserving and growing clients' wealth. The firm's membership in the Investment Funds Institute of Canada (IFIC) reflects its active participation in the Canadian investment funds industry, contributing to the integrity and growth of the sector. Through its comprehensive investment management services and client-centric approach, Morgan Meighen & Associates continues to be a prominent player in the Canadian investment management landscape, committed to helping clients achieve their financial objectives and build lasting wealth.