The program is built on three pillars of strength:
Build diversified portfolios using a comprehensive line-up of 13 investment pools representing a wide range of asset classes. Access solutions that address tax-efficiency, income generation, U.S. dollar investing and currency hedging.
Our well-engineered program provides the necessary elements needed to prevail throughout the market cycle. An open architecture structure offers access to the knowledge and expertise of investment managers from across Canada and around the globe.
In addition to providing a comprehensive solution at a competitive price, additional management fee reductions are available going right back to the first dollar invested. All of the assets within linked family accounts may be combined and count towards accessing these management fee reductions.