We believe that the management of your portfolio must meet your expectations and match your personality. This is why we conduct an in-depth analysis of
your investment objectives (for example, building your nest egg for retirement);
your needs in terms of cash assets, income and capital growth;
your investment horizon (in terms of years);
your degree of risk tolerance;
your income tax position.
On the basis of this information, your manager will be able to put forward an investment policy that is well adapted to your requirements and investor profile. This policy establishes the boundaries of your manager’s mandate. In fact, it defines the limits of asset allocation, expressed in terms of the minimum and maximum percentages of your portfolio that you wish to see invested in the main investment categories: cash resources, fixed income securities, Canadian, American or foreign units. Thus, this customized policy maps out the management of your portfolio.
Take advantage of our expertise and professionalism.
