Investment Management Services
- Goal setting and Required Rate of Return
- Asset allocation & Investment Selection based on personal goals, objectives & risk tolerance
- Tax efficiency & Fee Analysis of Investments
- Continuous Monitoring and Ongoing Investment Management
- Investment Avenues include:
- Equities - Stocks, Bonds, ETFs, Non Principal protected Notes, Closed Ended Funds
- Fixed Income - Bonds, GICs, Principal Protected Notes
- Mutual Funds, Private Investment Pools
- Segregated Funds, Annuities, Lifetime Income Solutions, Pension Plans
- Solutions Structure: Fee Based & Non Fee Based
- Access to Discretionary Money Managers e.g. Mawer Investment Management, Conner Clark & Lunn etc.
- Access to Manulife Private Wealth
- Account Types include: Cash & Margin, RSP, Spousal RSP, TFSA, LIRA, LRSP, RESP, RDSP, Family Trust, IPP
- Accounts for Individuals, Partnership, Corporation, Trust, Estate etc.
Access innovative strategies and the specialized expertise of global money managers.
We provide you with a full range of investment solutions across asset classes and geographies – fixed income, equities, asset allocation, specialty mandates and alternative strategies – along with a variety of investment styles customized to meet your individual needs.
Market Linked GIC's