I create custom portfolios that incorporate all the different types of investment accounts within each family (taxable, non-taxable and holding companies). My typical client portfolio holds between 45-50 equity positions, across a broad range of industries and geographies. For clients looking for a fixed-income portfolio, I create bond portfolios that take into account their individual risk tolerances and timelines.
Where possible, I invest the Canadian equity stocks in the taxable accounts (where they have more favorable tax treatment) and the higher taxable investments in the tax-deferred accounts (such as RRSPs and TFSAs). 
