Portfolio Management: Staying Focused on Long-Term Value

Canadian investors continue to navigate a volatile economic environment shaped by inflation, geopolitical conflict, artificial intelligence, and changing demographics. At the same time, Canada's aging population and growing government debt are creating new challenges, and opportunities, for long-term portfolio management. How can advisors help? Learn more from Brayden Dueck, CFA at the 2026 Acuity Conference for Distinguished Advisors November 22-24 in Victoria.

For advisors, the focus needs to be on how to help clients stay focused on long-term goals while filtering out short-term market noise. History has shown that disciplined investing, appropriate asset allocation, and a clear investment philosophy often outperform emotional reactions to market volatility.

Tax efficiency is also becoming increasingly important. With federal debt exceeding $1.4 trillion and fiscal pressures expected to continue, investors are paying closer attention to strategies that preserve wealth while managing future tax exposure.

These themes will be explored during the Acuity Conference for Distinguished Advisors (DAC) in "Portfolio Management in Canada: Principled, Turmoil-Busting Portfolios," presented by Brayden Dueck, CFA, and sponsored by BCV Asset Management. The session will examine how advisors can build resilient, forward-looking portfolios that create lasting value despite economic uncertainty, technological disruption, and geopolitical change.

Learn more at the 2026 Acuity Conference for Distinguished Advisors. View the detailed agenda and register online by the September 30 early-bird deadline!

About BCV Asset Management

Founded in 2007, BCV Asset Management Inc. (‘BCV’) is a portfolio management firm dedicated to building and protecting client wealth. We offer customized investment portfolios within Separately Managed Accounts. Our clients have a direct relationship with their Portfolio Manager who is entrusted with managing their wealth and providing a high level of personalized and professional service. Our discretionary portfolio management service is available to investors who meet our minimum threshold of investible assets and are seeking alternatives to mass-market investment products such as mutual funds and brokerage wrap accounts.

BCV is an independent company wholly owned by its employees and key business associates. The employee shareholders are seasoned investment professionals who are supported in the day-to-day operations by a team with extensive experience in the financial services industry. The wider ownership group includes external professionals with broad-based experience in the financial planning, legal, banking, and information technology fields.

In 2021, BCV acquired two local Winnipeg firms, Antares Investment Management Inc. and Nelson Financial Consultants. In so doing, we added depth to our investment and operations teams and broadened our offering to clients. The three firms moved in together at our new office in 2022. Combined assets under management exceed $4 billion.