Through a managed account, our clients can access our internally-managed portfolios as well as a variety of externally managed portfolios from some of Canada’s best investment counselling firms.
Each portfolio comes with a full Description and Disclosure Document outlining the specific investment objective and approach utilized by the Portfolio Manager. Our clients are kept fully up to date with regular reporting and reviews with their personal Investment Advisor or Portfolio Manager.
For those seeking a fully personalized managed portfolio, our Portfolio Managers partner with their clients to provide a customized Investment Policy Statement and portfolio which is tailor-made to meet their specific objectives and risk tolerances. Clients can ensure that any and all constraints are implemented such as avoiding certain types of investments that may not suit personal choices.