OUR SOLUTIONS
Off-the-Shelf Model Portfolios
Off-the-shelf model portfolios managed by expert asset managers.
You gain top-tier oversight and adaptability, allowing you to offer your clients institutional-grade portfolio management with minimal operational complexity.
Your Model Portfolios with Your Brand
Go beyond outsourcing. Our third-party investment experts collaborate directly with your firm to create and execute a tailored investment strategy that reflects your firm’s values and client objectives.
Operate under your brand while enjoying the benefits of an institutional-grade investment committee and active investment team—all without the day-to-day management burden.
Key Features
Individual HIN Portfolios
Clients retain control over their assets with their own bank account and Holder Identification Number (HIN).
Security and Peace of Mind
Clients enjoy a sense of security knowing that their investments are not pooled with those of other investors.
No Records of Advice (ROAs)
No cumbersome documents required for each trade, enhancing both adviser and client experience.
Super & Non-Super
Flexibility to manage assets under different taxation environments.
Introduce Your Desired Asset Manager
If your preferred asset manager isn’t yet in our network, we welcome introductions and are always open to building new relationships to meet your firm’s needs.