Discretionary Investment Portfolios

In addition to a custom account we can also offer clients additional professional money managers. In the past, if a client wanted professional money management, often their only choice was to invest in Mutual Funds. Now, you have more options.

Parameters International Portfolios. With this portfolio, you can quickly and easily diversify your investments between high-quality stocks and bonds with one simple decision. You will have the confidence of always owning 25-40 stocks carefully screened by RBC Asset Management, plus the comfort of owning 10 government – guaranteed bonds chosen by the RBC Dominion Securities Fixed Income Advisory Group – all in one convenient portfolio.

The Access Program allows investors internationally to choose from over 50 professional money managers that will manage accounts individually for a minimum investment of $100,000.

Canadian and International Managers include:

  • Guardian Capital

  • Jarislowsky & Fraser Ltd.

  • McLean BuddeN

  • Bisset & Associates

  •  Beutel Goodman & Co

  • JPMorgan Asset Management

  • Brandes Investment Partners

  • INVESTCO

To discuss any of our discretionary investment programs, contact us today.