Pooled Portfolios

Pooled Portfolios
Performance-driven expertise working for you.
With Pooled Portfolios, you gain access to tailored investment options that are transparent, simplified, and designed to help you make the most of your financial future.
About Pooled Portfolios
Discover how Pooled Portfolios can help you achieve your investment goals with ease. Designed specifically for individuals and families seeking growth and security—without the complexity—these solutions bring together a carefully chosen mix of individual stocks and pooled funds, making professional investment management more accessible. You’ll enjoy the peace of mind that comes with having, pension-calibre experts working for you, actively managing your portfolio and responding to changing market opportunities.
Premium portfolios designed to grow your wealth
Product options
Pooled Portfolios offers six strategies ranging from Income to Total Equity, including a Fossil Fuel Exclusions mandate. Each portfolio is built using a pool of funds selected to match your personal investment objectives. Minimum account size is $50,000.
Contact your financial advisor
Reach out to your financial advisor to see how Pooled Portfolios may be an ideal wealth management solution for you.