Stodgell Investment Management

Stodgell Investment Management (SIM) is one of Canada's youngest yet most experienced individual wealth management firms, with a history that spans decades. The firm is led by two partners who collectively bring nearly seventy years of experience in the investment business, primarily serving individuals with fully segregated accounts, as well as foundations, trusts, family corporations, and individual pension plans.

SIM specializes in balanced management, creating customized portfolios that include cash, fixed income, and North American equities tailored to clients' investment objectives and preferences. With a strong emphasis on individualized service, SIM's seasoned investment professionals focus on long-term gains while prioritizing capital preservation as a key component of investment success.

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