IMPLEMENTATION SOLUTIONS

Our “Best In Class” discretionary investment and portfolio managers from across Canada deliver targeted investment experiences so that clients can align themselves with the investment discipline that best resonates with them.

Our Portfolio Manager Spectrum™ mind map provides financial planners
with an effective tool for initiating better investment conversations with their clients to reveal the best investment options available.

This allows clients to clearly see which investment discipline supports their individual investment needs.

Whether they prefer low-cost passive ETF solutions, the transparency of a focused individual stock portfolio, or alternative strategies designed to properly remove market risk, interest rate risk, and correlation risk, the discretionary investment solutions available to our financial planning syndicate members are second to none.

On their own, investors often lack both understanding and discipline. They allow themselves to be swayed by headlines and advertisements surrounding the “investment du jour”—and often destroy their wealth instead of growing it.

Our financial planners are a crucial factor in the client-advisor relationship, because the greatest obstacle to clients’ long-term investment success is often themselves.