With Our Investment Guidelines, your financial advisor will prepare individualized plans and investment strategies considering relevant factors for investment decisions including:
Risk/reward tolerance levels
Life-stage planning
Estate planning
Other relevant factors, challenges and issues
A cost-effective solution
With Our Investment Guidelines, you do not pay commissions, loads or sales charges on individual trades. Instead, one quarterly fee based on the value of the assets in your account covers:
Investment profiling
Asset allocation
Investment selection
Transaction costs
Quarterly performance reporting
It’s a simple and efficient way to receive objective advice and guidance based on your needs, your goals, and today’s investing conditions. So, you can adapt to market changes without incurring additional charges. Best of all, with Our Investment Guidelines, you will have peace of mind knowing that specific investment decisions you make are based on sound, reliable recommendations.
