TORONTO--(BUSINESS WIRE)--The Seidman Kaufman Group, a Toronto and Kelowna-based wealth management practice at Richardson GMP Limited, today announced that Portfolio Manager Jesse Kaufman, for the second consecutive year, won the Sprott Asset Management Award for Best Advisor—Alternative Solutions at the Canadian Wealth Professional Awards in Toronto on June 1, 2017.
“Alternative Investments include anything that does not act like traditional equity or credit markets,” said Jesse Kaufman of The Seidman Kaufman Group. “We take a conservative, prudent, and measured approach to helping our clients preserve and grow their wealth, mitigating volatility and insulating against losses.”
The Canadian Wealth Professional Awards represent the gold standard of excellence in the Canadian Wealth Management industry. Produced by KMI Publishing and Events, the Awards recognize outstanding achievements and contributions to the field. The independent judging panel included the CEO of the The Financial Advisors Association of Canada (Advocis), the Executive Director of Independent Financial Brokers of Canada, a University of Toronto Finance Professor, and the former Executive Director of the Canadian Foundation for Advancement of Investor Rights (FAIR Canada).
Crediting his teammates, Sean Seidman and Farialle Pacha, for the success, Kaufman said, “Winning this award, especially in back-to-back years, is a huge honour, representing acknowledgement and validation of our commitment to ongoing research and to being at the top of our field. The award is particularly meaningful because of the independence and objectivity of the judges, and being recognized in consecutive years is quite an endorsement.”
He went on to say, “We aren’t dogmatic about the use of alternatives for their own sake; we are dogmatic about consistent, stable returns. Alternatives enable us to better manage risk and produce a more robust and steady experience for our clients. Complementing traditional portfolio components, alternatives can help both reduce risk and increase return.”
Kaufman’s expertise in manager search and selection, due diligence, and portfolio construction have been honed over nearly two decades of working with and evaluating multiple investment strategies. He is a Chartered Alternative Investment Analyst (CAIA®), a Chartered Investment Manager (CIM®), an Accredited Investment Fiduciary Professional (AIFP™), a Fellow of the Canadian Securities Institute (FCSI®), and a member of the Executive Board of the Alternative Investment Management Association of Canada (AIMA Canada). He writes and speaks frequently about portfolio construction, ethics, governance, and manager selection.
About The Seidman Kaufman Group
Families and Institutions select The Seidman Kaufman Group, a full-service financial planning and investment advisory practice, when they need expert counsel on preserving and growing the value of their assets, in an effort to achieve more for their families and for others. They advocate for transparency, impartiality, constant learning, fiduciary standards, and doing things the right way for the right reasons.
For more information, visit www.SeidmanKaufman.com.
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