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The Private Client Managed Portfolios provide high net worth individuals, families and businesses with a wealth management program designed for their diverse and complex financial planning needs. This solution offers attentive client service through Investment Counsellors and comprehensive wealth plans prepared by a team of legal, accounting and financial professionals.
You will receive:
- A tailored wealth plan
- Direct access to United Financial's investment management and wealth planning professionals
- Innovative tax optimization strategies, including tax-efficient Corporate Class mandates for non-registered accounts
- Advanced portfolio management
- Risk management
- Assets are segregated with a separate custodian for added protection
- Integration of business interests
- Customized reporting
- Exclusive Private Client quarterly publication
For more information about the Private Client program, please speak with your Assante advisor.
The information contained here 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. Private Client Managed Portfolios services are provided by United Financial, a division of CI Private Counsel LP. CI Private Counsel LP is a wholly owned subsidiary of CI Financial Corporation, and provides portfolio management services as a registered advisor under applicable securities legislation.
