Customized portfolios

Your customized portfolio is comprised of a carefully selected mix of high-quality bonds and equities. We draw heavily from your personalized investment strategy and target asset mix to create a customized portfolio of securities appropriate for your goals and preferences, time horizon, and risk tolerance.

Customized Portfolio


See our current deposit rates.
 

Next steps

For any inquiries that are not Mutual Funds related, please contact
604.877.7000

Prefer to chat with a wealth management professional over the phone? Just give us a call at
604.829.5560