FAQs about online investing


How do you select the investments that will be in my portfolio?

Our portfolio management team selects investment funds for your portfolio after thorough research and analysis of available products. Using a set of pre-determined criteria as a filter, we short-list a group of funds under different categories of asset classes from a universe of all funds available to Canadian investors. We then use an analysis that includes a deep understanding of the objectives of the fund, how the fund portfolio is constructed by the fund manager, various risks associated with investing in the fund, long-term performance track record, management team capability, and all costs associated with investing in the fund, to come up with a preferred list under each asset class category. We select the most appropriate funds from this short-list to construct a portfolio that aligns with the investment plan personalized for our clients.

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