Segregated Account Mandates are signed agreements between the firm and its clients conferring discretionary investment management authority on the firm. Investment decisions are governed by client objectives and constraints as documented in the Investment Policy Statement (IPS).
Segregated Accounts are generally managed individually or by Family Group which as a whole corresponds to a specific mandate. By way of example, an RRSP, TFSA, RESP, holding companies, and/or regular accounts of a group of family members in both Canadian and US dollars are managed under one mandate as outlined in their IPS. The minimum investment is $750,000.
We work with clients to determine which segregated account mandates best correspond to their needs. Portfolios can be customized to accommodate the most unique circumstances.
The firm manages various Segregated Account Mandates. The following five mandates represent the majority of the firm’s mandates and are reported monthly and quarterly as part of performance composites: