Ambassador Program

Ambassador Program

Benefits

•  An exclusive access to portfolio managers typically only available to institutional clients and very affluent individuals
• An opportunity to benefit from a complete and well-diversified portfolio (according to asset class, sectors, geographic region and management style)
• Direct ownership of the securities held within your portfolio
• A transparent discretionary management service that informs you of the companies you own and how many shares of each company
• The annual fees are charged on a monthly basis.

Choose from a combination of the following Managers:

• Fixed Income
  • Nxt Fixed Income
  • Nxt Fixed Income Ladder
• Canadian Equity
  • Cardinal Canadian Equity
  • Foyston Canadian Equity
  • Guardian Canadian Equity – Socially Responsible
  • Jarislowsky Fraser Canadian Equity
  • Mawer Canadian Equity
  • Sionna Canadian Equity
  • Guardian Canadian Growth & Income
  • Cardinal North American Equity
  • Cardinal North American Equity – Canada Focus
  • Jarislowsky Fraser North American Equity
  • Jarislowsky Fraser North American Equity – Canada Focus
  • Bissett Dividend Income
  • Guardian Equity Income
• Balanced
  • Bissett Canadian Balanced
  • CC&L Core Income & Growth
  • Mawer Total Balanced
  • Nxt Enhanced Income & Growth
  • Mawer Global Balanced
  • Jarislowsky Fraser Total Balanced
  • FGP Canadian Balanced
  • FGP North American Balanced
  • OCM ETF Global Balanced 60/40
  • OCM EFT Global Conservative 40/60
  • OCM EFT Global Growth 80/20
  • OCM EFT Global Income 20/80
  • OCM Global Balanced 60/40
  • OCM Global Conservative 40/60
  • OCM Global Growth Portfolio 80/20
• Global Equity
  • Foyston Total Equity
  • Foyston Total Equity – Canada Focus
  • Guardian Global Equity – Socially Responsible
  • Jarislowsky Fraser Global Equity
  • Jarislowsky Fraser International Equity
  • Mawer Total Equity
  • Guardian Global Dividend
  • Nxt U.S. Equity