Access to institutional-calibre investment managers, enhanced diversification and active portfolio oversight.
The flexibility to build a dual-currency portfolio – using Canadian and U.S. dollar investments – that aligns with your personal goals, all within a single portfolio solution and for a predictable, transparent fee.
Consideration of what’s important to you as an investor, including the sustainability and ethical impact of your investments.
The ability to build an investment portfolio for you that is tailor-made to your investor profile, preferences and risk tolerance, giving you the latitude you need to achieve your long-term objectives.
Both a managed portion and a client-directed portion, through one investment account:
Within the managed portion, we can combine one or more professionally managed investment solutions.
The client-directed portion further enhances our flexibility by allowing us to add complementary individual investments, including stocks, bonds, mutual funds and exchange-traded funds, which build broad diversification at a very low cost.
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