Starting to invest
If you’re at your first job, just married, starting a family, or growing your savings.
Ideal for holistic planning or new investors
- Get simple and introductory financial advice and investment planning needs
- Invest with mutual funds* and term deposits, with a focus on socially responsible investments
- Receive long-term needs analysis as your life changes
Already saving
If you’re growing your family, nearing retirement, or just looking for a second opinion on your portfolio.
Ideal for $100,000 to $350,000
- Get personalized planning for life’s events with a focus on long-term results
- Invest with a wider selection of mutual funds,* low-cost ETFs,* tax-advantaged options, fixed-income instruments and other investment types
Complex goals
If you need help managing large assets, planning for retirement, or protecting your legacy.
Ideal for $350,000 and up
- Tap into advanced wealth management strategies to grow and minimize tax liabilities
- Access a full range of tailored planning services, investment tools, and solutions
- Access actively managed pooled funds* that offer unique pricing and diversification benefits