Mission Statement

Based in Ottawa and serving executives, professionals and high net worth family nationwide, we are dedicated, experienced investment professionals working with integrity to reach your financial goals.

We are committed to protecting and growing our clients’ wealth by bringing together customized portfolio management, tax and estate planning, insurance analysis and business succession planning.

Service, accessibility and professionalism are the cornerstones of our business at Saikali Portfolio Management. We take the time to understand your goals and provide solutions to your financial needs, freeing you to enjoy the things that are most important in life.

Our Blog

Keeping You Up-to-Date & Informed

Fundamentals remain supportive notwithstanding noisier headlines

Here's what we're thinking

March 13, 2018

Recent weeks have featured elevated market volatility across equities, fixed income, commodities and currencies. This phenomenon erupted abruptly in very late-January following an extended period over late- 2017/early-2018 of accelerated gains devoid of any material pullbacks, which left market positioning unbalanced. Having entered into the late stages of the business cycle (the length of the U.S. recovery, assuming it continues, will reach the ten year mark in July 2019, tied for the longest on record in the post-WWII period), it is quite normal that the maturation of the market cycle should be characterized by an elevated range of volatility amid rising interest rates and a flattening yield curve. Markets will also have to continue to contend with increased global trade anxiety as the prospect of new U.S. tariffs on steel and aluminum imports of 25% and 10%, respectively, has strained ongoing NAFTA renegotiation talks and presents a new source of market risk.

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Canadian equities are slightly higher on the day

The Midday Update

March 6, 2018

Despite a volatile start, Canadian equities are slightly higher on the day. The S&P/TSX Composite Index is up 0.1% at midday.

In corporate news, Baytex Energy Inc. (BTE) is higher after BTE reported better-than-expected results for Q4F2017. Production of 69,556 boe/d and funds flow per share of $0.45 were both ahead of consensus estimates of 68,583 boe/d and $0.39, respectively. Bombardier Inc. (BBD.b) announced a bought deal equity financing that will result in gross proceeds of ~$638M to the company, or ~$734M if an overallotment option is exercised in full, according to a Bombardier press release.

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Our Team

Helping You Achieve Financial Success

Renaldo Saikali, B. Comm., CIM

Portfolio Manager

Renaldo Saikali

As the senior investment advisor and Portfolio Manager at Saikali Portfolio Management, Renaldo brings 19 years of experience as well as an in-depth knowledge of markets and the economy. He works diligently to help his clients plan for and realize their investment goals, both short and long-term. Renaldo’s formal education includes a Bachelor of Commerce (specialization: Finance) from the Sprott School of Business at Carleton University. He has completed the first level of the Chartered Financial Analyst (CFA) program, as well as the Canadian Securities Course (CSC) and the Canadian Options Course (COC).

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Andrea Goodman

Investment Associate

Andrea Goodman

Andrea joined Scotia Wealth Management in 2007 and has over 15 years of experience in the Financial Services Industry. Andrea is a graduate of Simon Fraser University with a Bachelors in Business and Economics. She is a licensed Life Underwriter, has her Options trading license and has achieved the Professional Financial Planner designation. Andrea, with Renaldo, assists clients in mapping out their future goals by developing individual financial plans. She also plays an integral role in maintaining and reviewing client investment portfolios.

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Richard Naufal

Investment Associate

Richard Naufal

Richard has been in the investment and financial services industry for over 18 years, spanning across areas of financial planning, people management, compliance, and banking. His industry education is from the well-regarded Canadian Securities Institute, from where he has completed the Canadian Securities Course, Professional Financial Planner Course, and many others. He endeavours to deliver excellent customer service and provide solid financial advice to each and every client. Richard loves spending time with his family and friends, and believes that a balanced lifestyle is the key to good health.

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Adam Kane

Private Banking Specialist
The Bank of Nova Scotia

Adam Kane

At Scotia Wealth Management, you benefit from our team-based approach through all of life’s changes and opportunities. What sets us apart is our holistic approach to assessing your wealth and borrowing capacity, meeting your needs on an entirely different level.

We have simplified borrowing with the Total Wealth Credit Solution. This customized lending gives you the ability to pledge just about any combination of wealth assets to access maximum liquidity in the simplest way possible. We offer a sophisticated credit solution to accommodate large purchases or investments that may be impacted by timing differences in cash flow.

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Discover Our Services

A Comprehensive Range of Financial Services

Our ServicesTo attain a truly complete wealth management strategy we combine customized portfolio management with integrated tax, retirement, estate, and business succession planning.

Our clients have unique needs that require customized solutions. They have outgrown mutual funds and other off the shelf investment and seek the flexibility and transparency of a personalized, integrated wealth management strategy.

Contact Us

Get in Touch With Our Team

505 March Road, Suite 250, Kanata, Ontario, K2K 2M5, Canada
(613) 271-6614 · (613) 271-6626