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Investment News

Kachur Wealth Management Group: Active portfolio management amid market uncertainty and tariff tensions

Mar 12, 2025 | 2:00 PM

Acknowledging the recent uncertainty that’s been created by U.S. president Donald Trump’s tariffs, Cole Kachur says the traditional “buy and hold” strategy simply does not work the way it used to.

Instead the seasoned investor and his team at Kachur Wealth Management Group, are recommending people ‘remain active.’ Kachur believes people can lower risk and maximize returns by taking advantage of opportunities that present themselves.

“Markets are cyclical, and they move aggressively both to the upside and to the downside and it’s my view that it’s the advisor’s job to try to maximize the client’s return while taking on the least amount of risk possible to do that,” he said.

Through his own experience meeting with clients and reviewing various allocations, Kachur explained portfolios often don’t change even though the investment world changes all the time. With new opportunities for making money and new risks popping up every day or week, people’s portfolios don’t always get updated.

“In my opinion it’s more important than ever to be active within your portfolio and there’s going to be certain points where you need to mitigate risks, there’s going to be other points where you try to take on more risk to achieve higher returns and I don’t see as many firms doing that as what should be done”

Cole Kachur – Senior Investment Advisor, Portfolio Manager at Wellington-Altus Private Wealth (Submitted photo)

With respect to his own clients, Kachur explained they are diversified across different asset bases and not fully exposed to one single market in the U.S. or Canada. He also noted while the trade war has led to some market instability, it is a temporary setback and there was always expected to be some sort of correction or pullback in 2025

“And nowadays they just come more abruptly than what they used to.”

Kachur explained clients could use this ‘short term down’ to enhance portfolios by taking advantage of some really good companies that are on sale at significant discounts.

“And we feel that in the next two to six months that our clients who we’re acting on behalf of will be in a significantly better position. Not only because we expect markets as a whole to rebound but because of the thing we’ll be doing in the here and now which will position our clients in the right spot.”

“If you’re not feeling 100 per cent confident in how your portfolio is reacting the past couple weeks as validity has increased, then you owe it to yourself to seek a second opinion and try to make sure that you have the confidence that your portfolio is going to be able to handle the ups and downs that are going to be coming over the next number of years with Trump in office.”

Kachur’s success and expertise in the industry is renowned. He has been nominated as one of the Top 40 Under 40 Financial Professionals in Canada by the Investment Industry Association of Canada and often appears on BNN Bloomberg’s flagship show Market Call where he has become a top-rated advisor in terms of viewership and the only advisor from Saskatchewan invited to appear on the show. His team includes two local staff members – Meagan Manson and Ron Berezowski, who both bear well-known surnames in the community.

Wellington-Altus Private Wealth and the Kachur Wealth Management Group office is located at 425 – C 15th Street East Prince Albert.

*This article was published by paNOW’s commercial content division.