The best in discretionary investment and wealth management services

Advice, service and investment solutions tailored to your unique circumstances

INSTITUTIONAL CALIBER DISCRETIONARY INVESTMENT MANAGEMENT

McIver Capital Management delivers sophisticated, predictable, institutional caliber, discretionary portfolio management to successful organizations, families and individuals.

Using the most advanced mathematical processes, systems and techniques in conjunction with access to deep databases and information flows, McIver Capital Management is able to deliver to you the most sophisticated investment solutions in Vancouver. Our investment process is peer reviewed and we have a long track record of success. Our process is based upon math and science and not upon speculation.

Because we are discretionary Portfolio Managers, clients do not make investment decisions. We simplify your life. Each of our portfolios are managed collectively by our in-house Investment Committee of fully accredited Portfolio Managers led by Mr. Neil McIver and Mr. Ethan Dang.

We charge a low, single, transparent management fee that covers all aspects of our relationship: professional investment management, transactions, reporting, security safekeeping, and wealth management solutions.

Please see our minimum client relationship chart here.

Wealth Management

In parallel with discretionary portfolio management, we provide a high level of professional competency in Tax and Estate Planning for clients. This includes reducing tax exposure, helping clients transfer their wealth to the next generation or to retire in the most financially efficient manner.

WHO CAN BENEFIT FROM WORKING WITH US?

Pension plans and charitable organizations; anyone or group charged with looking after a shared pool of capital; those that have received inheritances, those that have or will be selling a business, and successful individuals and families looking to maintain that wealth through multiple generations.

Canaccord Genuity

Canaccord Genuity is a respected global investment management firm with an in-depth and authentic understanding of both domestic and global capital markets.

Canaccord Genuity has offices across Canada, United Kingdom, Guernsey, Isle of Man and Australia. Globally Canaccord Genuity is entrusted with C$59.2 billion in client assets under administration and top-line revenues in excess of $1 Billion.

Operationally headquartered in Vancouver, Canaccord Genuity has undergone a large-scale transformation over the past decade which has grown its reputation and global footprint.

Neil McIver, CIM®

Senior Vice President, Portfolio Manager

Neil began his career in the mailroom at Pemberton Securities in 1985, literally attaining knowledge of the investment industry from the ground up. From that beginning, he has successfully and steadily grown his own practice to the point where he is now entrusted with millions of both institutional and private clients’ assets. Through years of study and experience Neil has established an institutional calibre investment process that employs a disciplined asset allocation model previously only available to large institutional investors.

Focusing upon every aspect of his clients’ wealth management needs, including portfolio management, estate planning, and effective transition strategies for family wealth and business ownership, Neil and his team provide industry-leading solutions that address the financial challenges facing some of the most affluent and well known Canadians and their families.

Neil has been a regular financial columnist and has spoken at many investment seminars and forums. While spending the majority of his time in Vancouver, Neil also travels outside the city to work with institutional, individual and family clients residing elsewhere in Canada.

A strong believer in supporting the community, Neil is active with both charitable and political organizations. Neil is a three-time Ironman triathlete and enjoys an active lifestyle that includes riding, skiing, swimming and running. The son of Scottish parents, Dr. John and Margaret McIver, Neil grew up in West Vancouver and presently resides in downtown Vancouver.

Ethan Dang, CFA, MBA

Portfolio Manager

Ethan leads the portfolio management process at McIver Capital Management, overseeing research and trading functions and providing thought leadership for market trends. As a member of the McIver Capital Management Investment Committee, he is a key contributor to the asset allocation, security selection and risk management processes. Prior to joining McIver Capital Management, Ethan spent several years at a buy-side boutique investment management firm in Vancouver where he was responsible for portfolio management, quantitative research and equity trading. He had dual responsibilities as head trader and quantitative research analyst, focusing on tactical asset allocation and stock selection research.

Ethan completed his Bachelor’s degree in Computer Engineering from the University of British Columbia and started his career in the high-tech industry. He subsequently obtained a Master of Business Administration (MBA) in Finance from the University of British Columbia and went on to obtain the Chartered Financial Analyst (CFA) designation. He is currently completing the Certified Financial Planner (CFP) designation.

Outside of work, Ethan enjoys traveling, reading, and exercising, particularly ballroom dancing, tennis, badminton, ultimate and golf. Ethan is an active supporter of the community. He currently serves as a Board Member of CFA Society Vancouver and the Association of Neighbourhood Houses of BC (ANHBC).

Matt Ehrenreich, CIM®, BBA

Investment Associate, Portfolio Manager

Matt makes it easy for clients to work with McIver Capital Management by delivering the highest caliber of administrative and operational efficiency. As a member of the McIver Capital Management Investment Committee, he uses his education, experience, and passion for research and fundamental analysis to support Ethan and Neil in constructing and managing client portfolios. He also works alongside Katie to provide account management and client services.

Matt graduated from the University of the Fraser Valley with a Business Degree concentrating in Financial Management, and is a Chartered Investment Manager (CIM®). He has completed his CFA Level 1 Exam and will be working on achieving the Chartered Financial Analyst (CFA) designation over the next few years.

Outside the office Matt believes in giving back to the community and has partnered with a local high school to run a Stock Market Challenge which he developed. Over the past six years, nearly 1,000 students have been introduced to saving and investing by enrolling in this program.

Matt plays competitive chess, and is an ultramarathon runner. He recently completed his first 100km race and has his sights set on some other long adventure runs in the near future. Other hobbies include tennis, ice hockey, hiking, writing, and playing the violin.

Katie Cooper

Associate

Katie is a graduate of McGill University and has worked in private wealth management her entire career. As an Associate, Katie works closely with Neil to ensure the highest standards of client care are being achieved. Managing the over-all client experience for McIver Capital Management, Katie ensures all service requests are delivered.

Katie’s training and experience provides her with a deep comprehension of the capital markets and the sophisticated investment process used by our group to manage portfolios. This knowledge is invaluable in understanding how to match client needs with specific portfolios. Katie also has training in wealth planning and works closely with both Neil and the Tax & Estate Planning group to deliver customized wealth plans for those that require them.

Katie was born and raised in Vancouver but has taken time away to live in Montreal, San Francisco and London. She is happy to be back home and enjoys cooking, exercising and trying out all the great restaurants in the city. An avid skier, Katie enjoys spending time on the mountain in Whistler.

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Contact

McIver Capital Management
c/o Canaccord Genuity Wealth Management
Suite 2200, 609 Granville Street
Vancouver, BC
V7Y 1H2
Phone: 604-643-7337

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