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

On track for a stronger 2018

Canadian Market Summary

February 20, 2018

Enbridge’s Q4/17 results were slightly better than expected with free cash flow per share (FCFPS or DCF as the company defines it) of $1.05 ahead of us and consensus at $1.01. On a full year basis Enbridge’s FCFPS of $3.68 met the company’s guidance range of $3.60-3.90. This would be despite a number of headwinds in 2018 including a late Spectra close, warmer than normal weather and upstream production outages. As such, we view Q4 as the only “clean” quarter in 2017 and looking forward we expect strong growth from the company. We believe Enbridge’s shares are set to outperform in 2018 as the regulatory process regarding Line 3 unfolds (Administrative Law Judge recommendation in April, decision in June), the company executes its funding plan including assets sales, and the growth of the business is shown through improved quarterly results.

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Commentary: actively investing in emerging markets

Why and how we do this for our clients

February 15, 2018

Our team works with high-achieving executives, medical professionals, business owners and families to reach their goals. This often involves comprehensive financial planning, business succession and retirement planning, plus additional support from our extended team of specialists at Scotia Wealth Management. A lot goes into one financial plan to obtain the desired results, and every element is uniquely important. That said, one part of your wealth management plan that cannot be ignored is something we’ve long been passionate about: investment management that preserves and grows your wealth.

Emerging markets have long played a key role in the global economy while creating opportunity for investors. There are many reasons to actively invest in emerging markets (often referred to as EM), including elements of risk management, growth potential and performance numbers. It’s an important asset class that cannot and should not be ignored. Today, we’ll examine several elements of EM investing, including why and how we do this for our clients.

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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