SmartSeries offers the simplicity of a complete portfolio in a single fund. Your client simply needs to set their savings goal (i.e. retirement, new home, cottage, and so on) and let SmartSeries get them there.
By choosing the fund with the target date closest to the year they expect to reach their goal, the fund’s investment mix becomes more conservative, minimizing volatility as the target date approaches.
Our expert portfolio manager, Louisbourg Investments, takes care of the fund selection and implements the investment strategy, offering a hassle-free investment.
Forget stacks of paper, quarterly reviews, and complex spreadsheets. That’s our job.
such as Louisbourg Investments, CI Investments, Blackrock and Vanguard.
with the same great compensation you are used to, plus funds that are easy to monitor and follow.