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Private Clients

Private Client Managed Portfolios

The Private Client Managed Portfolios provide high net worth individuals, families and businesses with a wealth management program designed for their diverse and complex financial planning needs. This solution offers attentive client service through Investment Counsellors and comprehensive wealth plans prepared by a team of legal, accounting and financial professionals.

You will receive:

    A tailored wealth plan
    Direct access to investment management and wealth planning professionals
    Innovative tax optimization strategies, including tax-efficient Corporate Class mandates for non-registered accounts
    Advanced portfolio management
    Risk management
    Assets are segregated with a separate custodian for added protection
    Integration of business interests
    Customized reporting
    Exclusive Private Client quarterly publication

Investment Management

Our advisors and Private Client Managers, work closely with a team of legal, accounting and financial professionals to develop a tailored investment strategy for each Private Client.

We examine your investment objectives and goals, liquidity needs, growth expectations, tolerance for risk, income requirements, investment time horizon, anticipated changes in lifestyle, tax considerations, and economic variables such as inflation and market volatility.

Your custom portfolio is designed to achieve multiple objectives:

  •  Maximize return for risk taken;
  •  Reduce risk through global and asset class diversification, using multiple investment managers;
  •  Enhance risk-adjusted returns through systematic rebalancing;
  •  Utilize appropriate tax planning strategies to minimize overall family tax liability on investments.

These objectives will be reflected in the Investment Policy Statement, a portfolio 'blueprint' that is unique to your financial circumstances and is based upon a full review of your investor profile.

Portfolio Managers

Price & Performance

Welcome to Prices and Performance. Here you can find prices and performance for the Managed Solutions of your choice. To assist you in your search, you can select by product offering or to view all the products, click on the view all button.

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Managed Solutions

I Class Prices

Embedded Class Prices

Source : Assante.com

Client Reporting

To keep you apprised of your progress towards your financial goals, we offer a comprehensive reporting structure. For those individuals with trusts or corporations, we provide non-calendar year-end tax reporting.

Client Statements

You will receive consolidated statements that show the value of your investments, portfolio composition, portfolio growth over time, annualized rates of return, and other important information.

Example:

Private Client access

Private Client online access gives you secure around-the-clock access online to important information about your account(s). Click here to see your statements online

Price & Performance

Here you can find prices and performance for the managed solutions of your choice. Private Client Managed Portfolios.

Source : Assante.com

Financials

United Pools

Summary of Investment Portfolios as at December 31, 2010


 

United Corporate Class

Summary of Investment Portfolios as at December 31, 2010


 

2010 Semi-Annual Financial Statements

United Corporate Class Semi-Annual Financial Statements

September 30, 2010 Download PDF 1.32MB


 

2010 Annual Financial Statements

United Corporate Class Annual Financial Statements

March 31, 2010 Download PDF 664KB


 

2009 Annual Financial Statements

United Pools

December 31, 2009 (English | French)


 

2009 Semi-Annual Financial Statements

United Pools Semi-Annual Financial Statements

June 30, 2009 Download PDF

United Corporate Class Semi-Annual Financial Statements

September 30, 2009 Download PDF 1.37MB

Monthly Top 15 Summary of Investment Portfolios as at February 28, 2011

United Pools

February 28, 2011 Download PDF 160KB

Alpha Pools

February 28, 2011 Download PDF 51KB


 

Quarterly Top 25 Summary of Investment Portfolios as at June 30, 2010

United Pools

June 30, 2010 Download PDF 278KB

Source : Assante.com

Prospectus

Simplified prospectus

United Funds

English (598 KB PDF) – July 30, 2010
Français (645 KB PDF) – 30 juillet 2010


 
Annual information form

United Funds

English (318 KB PDF) - July 30, 2010
Français (572 KB PDF) - 30 juillet 2010

Source : Assante.com

MRFP

United Pools

Management Report of Fund Performance as at June 30, 2010




United Corporate Class
 
Management Report of Fund Performance as at September 30, 2009


Source : Assante.com
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