It all started with an idea 10 years ago. Mark Kenny was working in senior management at one of Canada’s largest insurance companies, while Andrew MacDonald was a seasoned business and sales professional. Both were keen to launch their own financial management consultancy where things were done differently. Where the goal was to build relationships through communication and education focused on you, the client.
So in 2008, Southport Asset Management was formed, following the successful merger of several wealth management and employee benefit consulting firms. The mission was simple – to provide clients access to the best products from the best companies in the financial industry, helping clients to achieve their financial goals.
“We are so proud to be celebrating our ten year anniversary. That means that we have helped thousands of clients by giving them what they need to succeed,” said Mark Kenny, Partner at Southport.
Throughout the past 10 years, Mark, Andrew and the Southport team have worked to build long term relationships with clients based on trust. In addition, they have established relationships with all of the major insurance, group benefits and financial organizations in Canada, ensuring all your needs are covered.
“Ten years has gone by so fast,” said Andrew. “We’ve truly enjoyed the challenges of developing customized plans for our clients and reward of a well-executed plan. Here’s to many more.”
We thank you our clients for your support and ask you to join us in congratulating the team on a successful ten years. Give us a call, we’d love to hear from you!