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The long-term return of a portfolio can, in large part, be explained by the way assets are allocated between the main investment categories. Better still is an asset allocation that avoids excessive volatility of the portfolio. Volatility means risk. Asset allocation allows to manage risk, you can enjoy your free time with peace of mind.
In light of your investor profile, your capital will be divided between
 | liquid assets or cash resources, which forms the conservative and prudent portion of the portfolio;
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| fixed income securities, which, as the expression suggests, can generate regular income;
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| Canadian, American or international growth securities, which come with a higher risk level, but offer higher return potential. |
We ensure strategic and active management of your assets allocation. To do so, our decisions are supported by our expert Investment rest on the committee. Following a fundamental analysis of economic conditions, the Committee recommends compliance with the portfolio target allocation, or a temporary increase or decrease in a given asset class, depending on the agreement that you reached with you to reflect your investment policy.
Take advantage of our expertise
and professionalism.
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