NCM Investments Open for Business
March 16, 2020
To Our Valued Clients:
We hope this message finds you, your families and colleagues safe and well. I wanted to take this opportunity to update you on what NCM Investments is doing to ensure that we can continue to provide you with the wealth management services you need from us through these trying times.
Firstly, we have been and continue to monitor the rapidly evolving situation related to the novel coronavirus (COVID-19) and the associated disruptions to the equity and income markets, society as a whole and specifically the impact on our corporate and family environments in the regions of our operations in Ontario, Alberta, and Quebec.
Secondly, we have a Business Continuity Plan which has redundancy for all critical functions and positions. We have enacted the first phase which has a portion of our employees working remotely. We continue to encourage our employees and service providers to practice social distancing protocols, wash hands regularly and avoid social and business gatherings as recommended by the Public Health Agency of Canada. We have limited business travel and are tracking employee personal travel to ensure self-quarantine protocols are followed as recommended and/or implemented by our Federal or Provincial Governments across Canada. Our investment in technology, access to our external service providers and the flexibility of our team ensures you will have the ability to contact us via telephone, email or mail to satisfy your needs and requirements.
Thirdly, as your trusted wealth management partner, we continue to monitor the impact of COVID-19, the oil price war and the global government’s fiscal and monetary reaction to these and other world events on our investment portfolios. As we have stated in recent correspondence and meetings, the markets are continually assessing the situation, volatility is very high, events and news is changing the narrative by the minute, but we are confident that the strategy we employ in focusing on quality businesses to construct a diversified portfolio has, and continues to be, the best course of action at this time. If you have specific questions related to your investment portfolio, please do not hesitate to contact your wholesaler, our customer service telephone lines, or email firstname.lastname@example.org
Finally, we are focused on protecting the safety of our employees, their families, and clients while maintaining the ability to seamlessly deliver the client experience you have come to expect from us. If you have any questions, do not hesitate to contact me.
Alex Sasso, CFA
CEO and Portfolio Manager
NCM Asset Management, Ltd.
For More Information:
Alex SassoChief Executive Officer & Portfolio Manager
Alex Sasso is the Chief Executive Officer (CEO) and a Portfolio Manager at NCM Investments. Alex leads the firm’s small/mid cap investment team. He has over 21 years of investment management experience. Prior to joining NCM in 2004, Alex worked at…
Alex Sasso CFA
Chief Executive Officer & Portfolio Manager
- ExpertiseCanadian Small and Mid Cap Investing
Alex Sasso is the Chief Executive Officer (CEO) and a Portfolio Manager at NCM Investments. Alex leads the firm’s small/mid cap investment team. He has over 21 years of investment management experience. Prior to joining NCM in 2004, Alex worked at a leading retail and institutional investment firm.
Specializing in the Canadian small/mid cap markets, Alex is very passionate about the wealth creation opportunities this segment has to offer. Alex has been the Portfolio Manager of NCM Norrep Fund since 2004, and also manages NCM Small Companies Class, NCM Income Growth Class and provides oversight on NCM Entrepreneurs Class.
Alex graduated from the University of Windsor with a Bachelor of Commerce and is a CFA charterholder.
Notice to Reader:
Unless otherwise stated, opinions expressed in this document are those of the author and are not endorsed by the author’s employer. No guarantee, either express or implied, is made that the information in this document is accurate, complete or up-to-date. The contents of this document are for informational purposes only and are not intended to provide financial, legal, accounting or tax advice and should not be relied upon in that regard. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.