Portfolio Manager Cole Kachur is a frequent guest on BNN. (Submitted screenshot/Cole Kachur)
Investing

Cole Kachur: Transforming Wealth Management with Exceptional Results

Mar 11, 2024 | 3:13 PM

Warren Buffet – perhaps the greatest investor of all time – once said:

Intensity is the price of excellence.

Cole Kachur agrees; you can’t become an expert at something without devoting great time to it.

That’s why Cole and his team at Kachur Wealth Management Group are so intense about following a systemic process that allows them to recognize risks and pro-actively protect capital in volatile markets. He’s also focused on continuing education and investing into tools that can help skew potential outcomes in favour of his clients. In doing so, Cole has had the opportunity to build strong relationships with a lot of the top business leaders in Saskatchewan and western Canada.

“One of the key credentials I hold is the portfolio manager designation, which labels me as a fiduciary to always put my client’s best interest first. My expertise then allows me to help redefine wealth management for the affluent families and corporations I work with, by empowering them to achieve their financial goals with confidence and peace of mind.”

The seasoned investor’s track record in delivering exceptional outcomes speaks volumes about his expertise and ability to navigate dynamic market conditions. It’s also garnered him a loyal client base, awards and accolades nation-wide. His appearances on BNN’s Market Call, a highly regarded financial program, have consistently drawn praise for their insightful analysis and accurate predictions over the last several years.

“During one of my most recent appearances, I highlighted three top picks including Advanced Micro Devices, Amazon and the Russell iShares Small Cap Index. Since then, these investments have outperformed the market significantly, with average returns of 43.73 per cent compared to the TSX’s 4.7 per cent increase over the same period,” Kachur said.

BNN screenshot (Submitted/Cole Kachur)

While acknowledging that not all clients are comfortable with high-risk investments, Kachur leverages his knowledge and experience to identify safer alternatives with attractive returns. As a portfolio manager, he has access to investments that most institutions can’t offer their clients.

“For instance, some of our safer structured note investments currently offer over 11 per cent annual returns to clients. We have found that this asset class is under used and can usually double GIC rates with only a small bump up in risk.”

It’s not just the tangible results that make Cole an investor worth investing in. He prioritizes transparency and education with his clients. One of the key issues he’s observed in the financial industry is the disparity between what investment firms charge and the returns they deliver to the clients.

“Investors may feel their chosen firms are profiting more than they are, essentially taking money directly from their pockets.”

But his team is known for helping clients reduce fee structures – often cutting them in half.

“By eliminating third-party management fees and gaining direct access to investments, Kachur Wealth Management can offer a more focused investment approach that leads to superior results,” he said.

It’s no secret, navigating the intricacies of investing can be intimidating – particularly for those recently retired who have always had their money tied up in a pension, farms, real estate or business ventures. But Cole and his team at Kachur Wealth Management are focused on instilling confidence in clients by delivering on promises, educating and offering constant communication.

“The biggest thing we do is work hard to build the trust of the client. By being exceptional at what we do we are able to provide confidence to our clients so they can focus on living their best life, while we focus on ensuring their money is working as hard as it can for them.”

**This content was created by paNOW’s commercial content division.

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