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Do you prefer to set the overall direction for how your investment
assets should be managed, but still want active guidance from a trusted
professional? Are you comfortable delegating day-to-day decisions to
world-class investment managers? If yes, an investment consulting
relationship may be best for you.
What to expect from an investment consulting relationship:
Active, Personalized Guidance and Service
In an investment consulting relationship, your Investment Advisor acts
as your personal investment consultant and is responsible for:
- Designing your overall investment strategy
- Selecting the most appropriate investment managers for your
investment portfolio
- Monitoring your investment managers to ensure they remain the
right choice
- Providing you with ongoing service and communication
Convenient Access to a Range of Solutions
Choose from a wide range of solutions
professionally managed by world-class investment managers, freeing
your time to focus on what’s important to you.
Access everything from one-stop investment solutions to highly customized
solutions designed to meet the most complex needs. All of our solutions
offer the convenience and simplicity of built-in diversification to
reduce risk and automatic rebalancing to help keep you on track.
Some of the solutions you might wish to consider include our:
You may also wish to explore our wide range of
investment products.
Your Choice of World-Class Investment Managers
You will also have the flexibility to choose from the expertise of
our own team of investment managers possessing a proven track record of
consistently outperforming the benchmark TSX/S&P Composite Index or a
roster of investment managers located in key markets worldwide.
Regular Communication to Keep You Informed of
Your Progress
To keep you informed about the performance of your portfolio, we will
send you a monthly or quarterly account statement and a quarterly portfolio
review statement.
You can also access your account information through
DS Online from any
computer with a secure Internet connection.
Take the next step…talk to an advisor.
Our Investment Advisors are here to help recommend the solutions that
are best for you. To learn more, please
contact an advisor today. Or,
ask an advisor to contact you.
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