ETF Portfolios
Tax-efficient, low-fee portfolios for long-term growth or income generation.
ETF MODELS
Our ETF Portfolios
You’ll work closely with one of our investment experts to create a portfolio tailored to your investment objectives, risk profile, and financial circumstances.
Target portfolio mixes are illustrative and subject to change at the discretion of the portfolio manager. Allocations may vary based on market conditions and individual client circumstances.
HOW WE MANAGE IT
Built, optimized, and reviewed around you
Portfolio Construction
We select the ETF model, or blend of models, that best fits your objectives, risk tolerance, and time horizon — then implement it in a separately managed account held in your name.
Tax Optimization
We manage your portfolio with after-tax returns in mind — situating income-generating holdings in registered accounts where appropriate and harvesting losses to improve tax efficiency.
Ongoing Review
We rebalance and adjust allocations as markets move and your circumstances change, keeping the portfolio aligned with your goals over time.
“We’re at your side throughout your entire investment journey.”
WHY ETFS
The benefits of ETFs
Low Cost
ETFs typically carry lower management fees than mutual funds, leaving more of your return invested and compounding over time.
Diversification
A single ETF can provide exposure to hundreds of securities across sectors, geographies, and asset classes.
Tax Efficiency
ETFs generally generate fewer taxable distributions than actively managed funds, supporting stronger after-tax returns.
Liquidity & Transparency
ETFs trade throughout the day and publish their holdings, so you always know what you own and can access it readily.
ACCOUNT TYPES
Account types for any goal
Save for retirement. Diversify. Grow your wealth. Generate income.
Most popular retirement account. Avoid taxes today, pay after you retire.
Avoid taxes on gains, dividends, and interest over time.
Save for your child’s education through a RESP.
Flexible investment account.
Provides tax advantages for retirement savings for U.S. clients.
Convert your RRSP after age 71.
Account type for pensions from previous employers.
For corporations and entrepreneurs.