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.
