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Financial advisor presents report to colleague

Providing Clients With
Proprietary, Institutional Calibre
And Discretionary Portfolio Management
For Over 30 Years

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Institutional Calibre

Our decade-long steady performance has perfectly linear results and standard deviation.

Built On Trust

We will find a customized solution for you.

Demonstrated Performance

Our performance is excellent, steady and verifiable.

Fiduciary Duty

We are legally responsible for your portfolio's outcomes.

Portfolio Growth of $1,000,000

One million dollars invested with McIver Capital Management since January 1, 2010
would be worth more than three million dollars as of February 29, 2024. Download the full table here.

(*) Results assume reinvestment of dividends and distributions.

See the full graph here

Our Services

Discretionary Portfolio Management

Tax and Estate Planning

Wealth Transfer

When Do People Need Us?

Anytime you are tasked with managing a large pool of capital. Such as:

1) Managing Family Office Capital
2) Managing a public or private pension
3) Managing corporate capital or corporate benefit capital
4) When you have sold a home or real estate
5) When you have sold a business
6) When you have inherited a significant sum

Transparency

meeting

We are committed to 100% Transparency and as such you are charged a single, low, transparent management fee. All of our model portfolio performance numbers are reported publicly monthly on a net-to-client and after the management fee basis. The management fee is clearly reported each year. Your portfolio is available and shown in real time online through your secure portal.  Your specific performance is clearly reported every 90 days, again on a net-to-you basis.

81 years

Combined McIver team investment experience

$60 million

Net New Assets over the last 12 months

+11.7%

Change in Assets over 3 years

What Our Clients Are Saying

Dr. Brian G. Turrell

My wife and I have been extremely satisfied with the performance of McIver Capital Management and their relationship with us. They have provided excellent service in the management of our registered and non-registered accounts. We heartily recommend them.

Dr. Gary Nataros

The team and McIver Capital Management are reliable, honest, profitable, accessible and accommodating to my needs, and are able to manage family investing ensuring that the big picture is understood.

Dr. Ronald Clowes

I am particularly pleased with the portfolio reallocation process through careful statistical analyses, the dedication to keeping true to my stated risk tolerance and the quality and timeliness of responses to my requests and queries.

Rob Beaubier

McIver Capital Management has a proven strategy that has served me well over the years providing me with the confidence to forget about my capital, allowing me to focus on my own business interests.I have convinced several friends to park their money with the team confident I am not steering them in the wrong direction.

Tim Brown

There are few advisors out there that are actually truly different in approach and quality of execution. Neil is one of the few. He is forthright, not afraid of making a decision and a good communicator. His strategy is sound. And it shows.

Orwell Kowalyshyn

I love McIver Capital's approach to investing. The team's mathematical approach to managing risk is one of its greatest strengths. Managing and securing your own portfolio as they do is nearly impossible by yourself. They make this easy.

Pat Clements

We are very pleased with the professional and care and concern exhibited by all of the McIver Capital Management group. Any questions are answered fully and promptly and it is a pleasure to deal with them.

With Neil McIver Video Series

Do You Want To Know More?

Give us a call, let's have a chat.

Ask all your questions, get all the answers and hear about all the benefits. Don’t worry, we are sure we can find a custom solution for your specific case.

Call us at +1 (604) 643-7337