Individual Portfolio Services
Your needs are unique. That’s why we work with our portfolio engineering team at Assante Capital Management to build a portfolio customized to your specific objectives, risk sensitivity, liquidity requirements, time horizon, growth expectations and life circumstances. Using sophisticated modeling techniques and technology, our team strives to maximize your return potential while remaining within your comfort zone for risk. Your portfolio is designed to protect capital in difficult markets while achieving growth in rising markets.
Your recommended portfolio is detailed in your personal Investment Policy Statement, and then implemented with a broad range of quality investments. Automatic rebalancing and tax minimization strategies are built right into your investment plan.
Products and services include:
- Fee-based wrap programs
- Exchange Traded Funds (ETFs)
- Mutual funds
- Pension plans
- Money products: GICs, RRSPs, RRIFs, LIFs and TFSAs
- Monthly savings plans
- Systematic withdrawal plans
- Banking and mortgage products (on referral basis)
- Other specialty investment products