Discretionary portfolio management
Let our experts manage your portfolio
Live in the moment
Sit back, relax and let our experts take care of your investments.
myWEALTH – Unified
Products designed by world-renowned portfolio managers.
Benefits
- An optimal mix of management styles and asset classes.
- Tactical management to capitalize on short-term opportunities.
- Inter-generational household pricing.
myWEALTH – Managed
Have your advisor handle all of your investments.
Benefits
- Regular follow-up, performance assessments and rebalancing as needed.
- Transparent fixed fees.
- No hidden charges—our pricing system is easy to understand.
Private portfolios
As a private portfolio investor, you can own shares in a collection of curated securities.
Benefits
- Like mutual funds, private portfolios offer diversification, risk reduction and performance history.
Benefit from a diverse selection of investment types (stocks, bonds, etc.).
Benefits
- Access world-renowned institutional managers.
- Purchase a group of securities from different issuers in a single transaction.
| Complete Name | Category |
|---|---|
| Canada Focus Basket | Canadian Equity |
| Canadian Social Value Basket | Canadian Equity |
| Dividend Basket | Canadian Equity |
| Equity Income Basket | Canadian Equity |
| Foyston Gordon & Payne Canadian Equity Basket | Canadian Equity |
| Montrusco Bolton Canadian Dividend | Canadian Equity |
| Jarislowsky Fraser Canadian Equity Basket | Canadian Equity |
| Passport Equity Basket | Global Equity |
| U.S. Equity Basket | Global Equity |
| U.S. Growth & Income Basket | Global Equity |
| Polen Global Growth Basket | Global Equity |
| Tactical Basket | Balanced |
| Asset Allocation Basket | Balanced |
| Multiple Assets Class Basket | Balanced |
| Ladder Bond Basket | Fixed Income |
| Bond Basket | Fixed Income |
| Corporate Bond Basket | Fixed Income |
| Diversified Basket | Fixed Income |
| Stripped Coupon Basket | Fixed Income |
| Corporate Fixed-Income Securities Basket | Fixed Income |
How do you find the perfect solution for your investment needs?
Talk to an wealth advisor. They will recommend the best approach for your investor profile.
