Working with a PM

What is a Portfolio Manager ("PM")?

A portfolio manager is an investment professional certified by securities regulators who has discretionary management authority.

To be a portfolio manager, an investment advisor must meet strict criteria in terms of education and overall investment experience.

How do you work with a PM?

With this approach, the portfolio manager prepares an investment policy statement and constructs a portfolio based on an in-depth examination of the client's financial situation and investment needs. The Portfolio Manager will regularly monitor your account ensuring that asset allocation and performance objectives are in line with the original investment policy statement.

Discretionary Portfolios provide portfolio managers with the latitude they need to manage all your investments. You entrust your savings to a portfolio manager who will make all the necessary decisions involved in the day-to-day management of your portfolio in keeping with your investor profile, restrictions, constraints and investment objectives.

What are the benefits of doing business with a Portfolio Manager?

1.  Personalized management and communication.

2.  A rigorous process of accreditation.

3.  The flexibility to quickly adjust your portfolio to market changes.

4.  Fees tailored to your portfolio.