Simplifying Your Practice - Investment Products

In addition to the over 6,000 mutual funds from such companies as Fidelity Investments, AGF and Dynamic, we also offer a managed account program called Catalyst.

Catalyst

For high net worth clients, the Catalyst Managed Account Program provides access to a suite of the world’s leading institutional asset managers and ETFs, sophisticated portfolio construction and risk optimization, competitive fees and comprehensive reporting.

Catalyst is a turn-key managed account program that comes complete with:

  • access to asset managers across a wide range of asset classes and mandates;
  • manager search, selection and ongoing monitoring;
  • portfolio administration;
  • firm-branded reporting (hard copy and web portal);
  • custody;
  • trading;
  • portfolio manager overlay role; and
  • coming soon, web applications for Investment Policy Statement creation.

Catalyst accounts are on-book, with full support and administration, as well as seamless integration with your existing back-office processes and procedures.