I work through this account program because it brings you many benefits:

  • 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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