Optimising your investment strategy
- We recommend a combination of asset management, to maximise the risk/return ratio of the portfolio, and passive management. This has the advantage of lower transaction costs and close tracking of a stock market index.
Benefit from a full range of investment vehicles, coupled with optimised tax treatment
- Geographic diversification through investments in high-quality Canadian, U.S. and global securities offer a steady dividend and promising long-term growth potential.
- A variety of investments at the sector level, including: money market, fixed income, equities, mutual funds and exchange traded funds. ¹