A Disciplined Approach with Guided Portfolios
Guided Portfolios offer a disciplined approach to equity investing based on our top-ranked research and portfolio strategy. With Guided Portfolios, you can follow a clear process that ensures your portfolio:
Guided Portfolios are designed to take the guesswork and emotion out of buying and selling stocks.
- always consists of our top-ranked stocks from various sectors of the economy
- has sector weightings based on our most current investment outlook
A Guided Portfolio to suit your style
Guided Portfolios are designed around your needs and come in four different styles:
After determining which Guided Portfolios style best suits your needs, your Investment Advisor will recommend how your investments should be divided among various sectors based on our outlook for the global economy and markets. Within each sector, you will hold top-ranked stocks. Stocks are evaluated on a regular basis and appropriate adjustments made to your portfolio.
- U.S. Guided Portfolios, consisting exclusively of top-ranked U.S. equities
- Canadian Guided Portfolios, consisting exclusively of top-ranked Canadian equities
- North American Guided Portfolios with a U.S. focus
- North American Guided Portfolios with a Canadian focus, suitable for registered accounts
To find out more about Guided Portfolios, please contact an Investment Advisor or ask an Investment Advisor to contact you.