Explore the evolution, advantages, and challenges of robo-advisory services in the Canadian financial landscape. Understand how these automated platforms are transforming investment management with lower costs and accessibility.
Explore the various types of managed fee-based accounts, including ETF wraps, mutual fund wraps, advisor-managed accounts, and separately managed accounts. Understand their customization levels, investment management approaches, and how they cater to different client needs and asset sizes.
Explore the intricacies of Exchange-Traded Fund (ETF) Wraps, their management approaches, and benefits within the Canadian financial landscape.
