Highlights and quick facts
- Each Portfolio carefully crafted to match a distinct investor profile
- Portfolio managers with proven expertise – Collectively, the managers have won more than 25 Canadian Investment Awards in the past 10 years.
- $500 minimum per account
- Available in Class A (ISC, DSC and LL), F, T, W and I
- Simple to administer
- Rebalancing keeps portfolio on track – 5% threshold
- Clients receive statements with extensive information about their accounts
- Enhanced tax efficiency of underlying Corporate Class equity funds increases after-tax performance
- T-Class creates a stream of predictable tax-deferred monthly cash flow in a choice of four of the portfolios without sacrificing the potential for growth
- Available in SunWise Essential Series, offering principal protection with a predictable, stable source of retirement income, guaranteed for life
- Ideal for TFSAs