How often will I meet with my Portfolio Manager?
Together you and your Portfolio Manager will custom tailor a service plan and transparent reporting plan to meet your unique needs. Learn more.
How do I become a client if I reside in the U.S.?
If you reside in the U.S. and would like to become a client, please contact one of our Portfolio Managers who will be pleased to assist you in setting up an account and personalizing the most appropriate solutions based on your unique goals and circumstances.
How do I read my client statement?
Should you have any questions about your accounts or your account statement, please contact your Portfolio Manager who will be happy to provide assistance.