About The Firm

JP MILANI Asset Management Inc. is a Toronto based investment management firm offering discretionary portfolio management services to institutional and high net worth clients. The firm is registered as Portfolio Manager in the provinces of Ontario, Alberta, British Columbia, Manitoba and Saskatchewan. The firm offers customized portfolio solutions designed to assist clients in meeting their long term strategic investment objectives.

The firm’s investment management process and business objectives are governed by high ethical standards. The decision making process is guided by a strong culture of risk management and compliance.

The firm is built upon the foundation that the investment industry has changed. Investors are increasingly placing a growing emphasis on education, performance, and transparency. As portfolio manager, JP MILANI Asset Management Inc. will strive to promote and incorporate these elements of change at both the portfolio and client relationship level.

Qualifications

The central focus of the firm is discretionary portfolio management. All investment decisions affecting client portfolios are made by a registered portfolio manager who has met prescribed educational and experience requirements as outlined in National Instrument 31-103 – Registration Requirements, Exemptions and Ongoing Registrant Obligations.

JP Milani Asset Management Inc. (JP Milani) is pleased to provide you with the information on this website as a general introduction to us and to the services we provide.
These terms and conditions govern your relationship with this website (the “Website”).
No advice: This Website is not intended to provide investment, financial, legal, insurance, accounting and/or tax advice, and shall not be relied upon by you in that regard. By using this Website, you acknowledge that no posted content is intended to be construed as personal investing advice and that you are responsible for ensuring that you are appropriately informed about any securities, taxation or other legislation or law that could affect your investment decisions or that you obtain professional advice to that end.

Website for information only: This Website is offered for informational purposes only. A subscription for our services may only be made via completion by all parties of a managed account agreement and other applicable written documentation.

Jurisdiction: JP Milani’s products and services are available only in jurisdictions where they may be lawfully offered, and JP Milani’s services are not available in all geographic regions.

Forward looking information: This website may contain certain information that is forward-looking and is subject to important risks and uncertainties. The words "anticipate", "expect", "believe", "may", "should", "estimate", "project", "outlook", "forecast" or other similar words are used to identify such forward-looking information. Readers are cautioned to not place undue reliance on this forward looking information, which is given as of the date it is expressed in this Website or otherwise, and to not use future-oriented information for anything other than its intended purpose.

Copyright and Trademark: Text, images, logos and pictures bearing the name or words “JP Milani” or “JP Milani Asset Management Inc.” are trademarks of JP Milani and are protected by trademark and copyright laws.

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