Financial markets offer individual investors enormous growth
potential. However, they tend to be complex and require a considerable
commitment of time.
That’s why a growing number of individuals are entrusting the daily
management of their investments to professional managers who make
thoughtful decisions for their clients – without having to consult
them each time – and report regularly on how their investments are
performing. There are many advantages to this discretionary approach.
Whenever you invest assets in a National Bank Financial Basket, that
part of your portfolio is under discretionary management, and is
administered in your best interests by reputable managers. Still,
you’ve probably never met these managers.
Which is where the Advisor Basket comes in. It eliminates the
distance between you and the person managing your money, bringing him
or her into real contact with your personal situation. In short, it
puts a human face on discretionary management. A face you recognize.
Because when you choose an Advisor Basket, your investments are
managed by the person you know best: your own Wealth Advisor.