Our experience is that net of costs and taxes, external managers do not provide sufficient value in certain areas. We therefore handle the following investment mandates in-house:

• Canadian bonds (minimum $250,000 mandate)

• Canadian preferred stocks (minimum $150,000 mandate)

• Canadian REITs (minimum $150,000 mandate)

We can also customize the bond portfolio to a client's expenditure requirements.

Your fee advantage

We charge no additional fees on our internally-managed mandates.