Explore how managed products in Canada—mutual funds, ETFs, wrap programs, and hedge funds—offer convenience, diversification, and professional oversight for investors, with guidelines on regulatory compliance and best practices.
Explore the essentials of mutual funds in Canada, including fund structures, regulatory considerations, expense ratios, tax implications, and best practices for advisors and investors.
Explore how wrap products bundle multiple investment services under a single fee for a streamlined approach to portfolio management and how they thrive within Canada’s regulatory framework.
Explore how ETFs provide intraday liquidity, low-cost index tracking, and versatile portfolio construction opportunities for Canadian investors, along with insights into regulatory requirements, tax efficiency, and best practices for advisors.
Comprehensive coverage of hedge funds, their structures, strategies, and regulatory considerations in the Canadian market, helping financial planners guide sophisticated clients effectively.
Explore how fees, portfolio turnover, and tax considerations shape managed products, with a focus on Canadian regulatory requirements, tax-efficient strategies, and best practices.
Explore the use of overlay management to coordinate and optimize portfolio strategies, reduce conflicting trades, enhance risk control, and align sub-portfolios with client objectives in the Canadian wealth management landscape.
Explore how outcome-based investments align client-centric financial goals with specialized strategies, leveraging diverse asset classes and protective structures within the Canadian regulatory landscape.