Premium Products
Your Investment Advisor will design an investment strategy that clearly aligns with your investment objectives. The range of solutions available to you includes top-ranked mutual funds, fully managed portfolio programs and a highly flexible fee-based investment account.
We have also partnered with one of Canada’s top investment companies, SEI Investments, to give you access to unique and sophisticated investment programs you may not be able to access elsewhere.
SEI is a leading global provider of outsourced asset management, investment processing and investment operations solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI serves clients, conducts or is registered to conduct business and/or operations from more than 20 offices in over a dozen countries.
For more information, click here or call: 1.866.SEI.3388.