Assante - Wealth Planning

Each Optima Strategy client receives an investment portfolio tailored to their unique needs.

We examine your investment objectives and goals, liquidity needs, growth expectations, tolerance for risk, income requirements, investment time horizon, anticipated changes in lifestyle, tax considerations, and economic variables such as inflation and market volatility.

Your custom portfolio is designed to achieve multiple objectives:

Maximize return for risk taken;
Reduce risk through global and asset class diversification, using multiple investment managers;
Enhance risk-adjusted returns through systematic rebalancing;
Utilize appropriate tax planning strategies to minimize overall tax liability on investments.

These objectives will be reflected in the Investment Policy Statement, a portfolio 'blueprint' that is unique to your financial circumstances and is based upon a full review of your investor profile.

Commissions, trailing commissions, management fees and expenses may all be associated with investments in the United Pools and use of the Asset Management Service. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the United Pools prospectus and consult your advisor before investing. More...

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 the Optima Strategy family of funds is contained in its Simplified Prospectus. Please read the United Funds and/or CI Funds prospectus and consult your advisor before investing. CI Investments Inc. cannot guarantee that they are accurate or complete or that they will be current at all times. More...