Checkmate Asset Management

Founded in 2012 and incorporated in 2016, Checkmate Asset Management Inc. is a boutique wealth consulting firm based in Ottawa, ON. It is our mission to empower, educate and enable our clients to make confident investment decisions. Right from the start, we focused on building our clients' comfort and confidence through a consistent and simple appr... oach to increase wealth. In 2018, we wanted to bring a more sophisticated approach to investing. For this reason, we developed relationships with private market specialists to compliment our clients' public portfolios. Selected properly, their diversifying benefits may protect from downside risk and enhance returns. In late 2018, we turned to Nest Wealth for a simple client on-boarding process. Their cutting-edge technology helps our clients gain comfort and have better clarity of their portfolios. They do things like automatic rebalancing, dividend reinvesting, and tax loss harvestingservices that most people couldnt afford until now or found too time-consuming and tedious to do on their own. "...Its tremendously fulfilling to help my clients make sound decisions for their goals and circumstances. I know Im successful when my clients get excited about their prosperous future. If you could use a financial guide, contact me today for an initial no-cost, no-obligation get acquainted meeting...."Read More