Early on your needs were simple. As you established yourself and began to experience success, your needs changed. The days of “do-it-yourself” investing or fragmented advice are part of an era gone by.
Your needs have evolved. And so has the way of investing.
Be empowered by an innovative solution tailor-made for you. Experience holistic wealth management customized to meet your needs today and as they evolve.
Evolution Private Managed Accounts offers you:
- Customized portfolio solutions, recognizing your investment goals and tolerance for risk
- Disciplined investment strategies: actively managed strategic asset allocation
- Professional money management
- Tax-effective investment strategies and processes
To learn more about Evolution Private Managed Accounts, please speak with your Assante advisor.
To download a copy of our client brochure, click here.
Commissions, trailing commissions, management fees and expenses may all be associated with investments in the United and CI Funds and Corporate Classes. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the United Funds and/or CI Funds prospectus and consult your advisor before investing.
This communication is intended for Canadian residents only and does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not allowed. Important information about Evolution Private Managed Accounts is contained in the United Funds Simplified Prospectus. Please read the prospectus before investing. If you are a Canadian resident, you can obtain a print copy from the United Financial Service Centre at 1-888-664-4784. Evolution Private Managed Accounts are managed by CI Investments Inc. under the United Financial brand and are available exclusively through your Assante advisor.