Direct Client Investments

Strategy Overview

Investment approach

Our approach is highly customized to each portfolio’s investment objectives. Our Direct Client group has broad cross-market expertise and long-term experience interacting with financial intermediaries, attorneys and accountants in addressing client-specific issues such as tax considerations, estate and planning issues, gifting, and retirement and pension factors.

We work directly with clients and their advisors to construct customized portfolios designed to achieve their investment goals. We manage our portfolios with a long-term outlook and we seek to preserve and enhance the capital base while achieving a tax efficient risk-adjusted total return.

Key Characteristics

  • Individual and family-oriented approach
  • Specialized portfolios and strategies
  • Tax efficient investing
  • Diversification
  • Long-term strategic investment horizon
  • Identify short-term tactical opportunities
  • Portfolios developed in synergy with other investments


Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.