Baskets

Baskets

Benefits

•  A possibility to diversify your investments and reduce your risk;
• An affordable and cost-effective access to institutional portfolio managers through their low minimum initial investments and their competitive management fees.
• An opportunity to achieve your personal investment objectives, thanks to the facility of combining asset classes in an infinite number of ways.
• 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.
• Allows you to take full advantage of financial market opportunities through the Discretionary Management Program and Baskets.

Choose from a combination of the following Managers:

• Fixed Income
  • Bond Ladder Basket
  • Bond
  • Corporate Bond
  • Diversified Bond
  • Stripped Coupon
  • Corporate Fixed-Income Securities Basket
  • Tactical Income Basket
• Global Equity
  • Passport Equity Basket
  • U.S. Equity Basket
  • U.S. Growth & Income Basket
• Balanced
  • Asset Allocation
  • Multiple Assets Class
  • Tactical
• Canadian Equity
  • Canada Focus
  • Canadian Social Value
  • Dividend
  • Equity Income
  • Foyston Gordon & Payne Canadian Equity
  • Guardian Capital Equity Income
  • Jarislowsky Fraser Canadian Equity