About BCV
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.
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.
BCV became a wholly-owned subsidiary of ATB Financial in November 2024, the largest financial institution headquartered in Western Canada. BCV continues to leverage our successful business model, strategies, and products that have solidified its position as a leading portfolio management firm. BCV’s assets under management exceed $5 billion.
Registration
BCV’s principal regulator is the Manitoba Securities Commission. BCV is registered as a Portfolio Manager in all Canadian provinces and territories. In addition, BCV is registered in various Canadian jurisdictions as an Investment Fund Manager and as an Exempt Market Dealer. BCV’s registration details can be found on the Canadian Securities Administrators database at: https://info.securities-administrators.ca/nrsmobile/nrssearch.aspx