Portfolios Designed for You
Our Investment Advisors specialize in building custom-designed investment portfolios. In building your portfolio, your Investment Advisor has access to the complete universe of investments from sources worldwide. This includes investments for growth, including Canadian, U.S. and international stocks, investments for income, including government and corporate bonds, and investments for preservation, including guaranteed investments.
The Portfolio Approach
To build a portfolio that meets your needs, your Investment Advisor follows the Portfolio Approach. Your portfolio is designed and customized according to factors such as your comfort level with investment risk, your specific investment goals and the timeframes you have to achieve these goals. Based on your needs, your Investment Advisor will recommend an appropriate mix of assets, including stocks, bonds and cash.