For individuals who are seeking security for capital.
Provides you broad access to managed investment vehicles, with low overall fees.
The objective of this account, is complete security of principle. It invests in short term bonds with a guaranteed interest component.
| Interest Accumulator - 1 Year | No Risk |
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Low Return |
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The objective is on the preservation of capital with significant exposure to fixed income. There will be some exposure to equities to reduce overall portfolio risk and to provide a modest growth of capital.
| Objective | Low Risk |
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Low Return |
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The objective is to provide moderate growth of capital with lower volatility. Primary exposure will be to fixed income, with a meaningful exposure to equities to support growth of capital.
| Objective | Moderate Risk |
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Moderate Return |
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The objective is to provide growth of capital with a primary exposure to equities, while reducing risk and volatility through fixed income and real estate exposure.
| Objective | Moderate Risk |
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Moderate Return |
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The objective is to provide growth of capital over complete market cycles with significant exposure to equities and some modification of risk through fixed income and real estate exposure.
| Objective | Moderate Risk |
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High Return |
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The objective is to provide growth of capital over complete market cycles with full exposure to equity markets and risk based assets.
| Objective | High Risk |
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Maximum Return |
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