CKL is one of the only private wealth management firms in Canada to manage their clients’ assets at a discount brokerage house of their choice. We simply set up a power of attorney on the trading account with your brokerage house, log in and make the transactions on your account. Therefore, you can check your account on a daily basis and not have to wait for the monthly statements. A basic portfolio at CKL consists of 60% of the capital invested in revenue products, 30% of the capital in directional products and 10% of the capital is used for option strategies.
Since 2011, CKL has partnered with Desjardins Online Brokerage to offer training programs, enabling independent investors to explore a range of North American financial products, their strategic use and to learn various methods of financial analysis and portfolio management.
Charles K. Langford Inc. sends a weekly financial letter to all the clients explaining the current market situation. The letter, with the help of technical analysis, provides an overview of the best measures to take depending on the current market situation and the type of investor.