If you’d like to delegate your investment decisions to a registered portfolio manager (PM), a managed account is the service for you.

discretionnaire.jpg

By choosing a managed account with IAS, you are entrusting your portfolio management to professionnals who will offer you a customized portfolio adapted to your needs. 

A MANAGED ACCOUNT FOR YOU, FOR YOUR BENEFIT

After clarifying your financial goals with your PM, you agree on an investment policy statement (IPS) that complements your investor profile. Based on these guidelines, your PM will assume the investment decisions on an ongoing basis.

“What happens if my financial situation changes?”

The IPS can be updated at any time according to changes in your financial situation.

WHY TRUST YOUR CAPITAL TO YOUR PM?

Management of your portfolio by a qualified PM offers many benefits.

The table below provides some examples of mandates and advantages of choosing a managed solution for your financial assets.

EXAMPLES OF MANDATES

  • Main objective is capital conservation with sources of regular income
  • Objective is achieving balance between income and growth
  • Objective is capital growth, while limiting dynamic investments
  • Objective is capital growth through almost exclusive investment in equities

SOME ADVANTAGES

  • Daily portfolio management carried out by the PM
  • Customized portfolio that lets you reach your financial goals within your risk tolerance parameters
  • Strict adherence to the management mandate for increased peace of mind
  • Fully transparent management fees
  • Professional fees deductible for non-registered accounts
  • Mandate design to ensure good portfolio diversification

Consult the Managed Program brochure to discover even more benefits and understand the various mandates offered. Speak to one of the IAS Advisors listed below.

PORTFOLIO MANAGER AND DIRECTOr

Luc Lepage

PORTFOLIO MANAGERS

Andrew Chan 

Anne-Marie Girard Plouffe

Chris Kaczur

Christian F. Arsenault

Dan Noël

Daniela Ignat

David Chellew

David Hall

David Lessard

Doug Sweeting

Douglas Lochhead

Ed Balcewich 

Eric West

Fred Dimitriadis

Gary Rosenthall

Gilles Maheux

Greg Leclair

Guy Cyr

Hervé Pizem

Janet White

Joe Hogan

John De Goey

Kelly Trihey 

Kerry Harman

Kostas Arapis

Laetitia Guérin

Marc Delisle

Mark Smith-Windsor

Michael Peters

Nancy Bowman

Orson Yee

Pascal Charpentier

Pieter Giezen

Randy Bretzer

Richard Bell 

Richard Lochhead

Stephen Gauthier

Would you rather receive advise from your Investment Advisor while ultimatly making the investment decision?

An investment advisory account is for you