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We recognize that affluent investors require sophisticated investment solutions to preserve and grow their capital. Optima Strategy provides you with a tax-efficient investment solution customized perfectly to your needs and goals.
Clients receive:
- A personalized asset mix to meet your objectives
- Access to elite money managers
- Effective tax-minimization investment strategies, including tax-efficient Corporate Class mandates for your non-registered investments
- Asset class and investment style diversification
- Portfolio monitoring and rebalancing
- Ongoing monitoring of the investment managers
- Comprehensive and consolidated quarterly performance reporting
- Our exclusive Optima Strategy publication
Optima Strategy is eligible for registered accounts including RRSP, LIRA, LRSP, LIF and LRIF.
To learn more about Optima Strategy, please speak with your Assante advisor.
Commissions, trailing commissions management fees and expenses may be associated with mutual fund investments. Mutual funds are not guaranteed their values change frequently and past performance may not be repeated. Before investing, read the simplified prospectus carefully.
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 Optima Strategy is contained in its 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. Optima Strategy is managed by CI Investments Inc. under the United Financial brand and is available exclusively through your Assante advisor. More...
