About Custom Managed Portfolios

Custom Managed Portfolios offer a sophisticated and personalized investment experience tailored to your financial goals. Your portfolio is built using a combination of Canadian, U.S., and international stocks, bonds, pooled funds, and alternative investments such as private equity, private credit, and real assets. Because you own the investments directly, you can manage taxes more efficiently and keep more of your returns. 

Enjoy transparency and peace of mind with one simple monthly fee and detailed quarterly reports that provide clear insights into your portfolio’s performance. Custom Managed Portfolios deliver a highly personalized investment experience to help you achieve your goals with confidence.

Your portfolio. Your choice.

Get access to a Unified Managed Account, allowing you to hold assets of your choosing. With the ability to maintain multiple models and strategies per account, you can tailor your investment approach to fit your unique goals. Additionally, a client-managed sleeve empowers you to take an active role in your portfolio management.

Bespoke investment solutions, built around you

Product options

Custom Managed Portfolios offer unlimited combinations, with a variety of core and alternative mandates across multiple asset classes. Each customized portfolio may contain stocks, bonds, pooled funds, alternative mandates etc. Minimum mandate size is $150,000¹

Contact your financial advisor

Reach out to your financial advisor to see how Custom Managed Portfolios may help you pursue your goals.

^{1. Minimum investment of $150,000 per mandate with the exception of Aviso Bond Ladder where the minimum investment is $100,000, and Guardian Funds where the minimum investment is $5,000.}