ACCOUNT STRUCTURES
This Is Not Your Typical Brokerage Account Structure
All clients receive the added benefits of third party custodial services within separately managed accounts providing the assurances that come with the separation of key fundamental duties.
Independent
Portfolio Management
Independent Global Expertise
Your client-named, investment accounts are managed by an IIROC regulated and licensed Portfolio Manager who has discretionary trading authority. Due to the high level of accountability, ability and knowledge, they do not need to call you before trading as they are the ultimate authority. This means that trades are always executed on your behalf without delay.
Your portfolios are managed by a team of professionals who monitor your account 24x7, proactively trade when conditions are met within the foretasted strategy, and your portfolio strategy parameters are reviewed and rebuilt from scratch every 90 days!
Some key benefits are:
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Your assets are always protected
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We get the facts first: we use over 150 models and global indicators
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Proactive Advice and Trading
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Discretionary Advice
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Fiduciary Obligation
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Technology Efficiency: zero trading costs
You get some of the best managers in the world, working on your personal portfolio.
Separately Managed Accounts, Client Named
Independent Custodians
Separately managed accounts are provided by independent third party custodians. They carry the account protection insurance, from the CIPF
(Canadian Investor Protection Fund).
They provide independent transactional
reporting and are responsible for controlling the secure access to your investments.
Portfolio managers only have access to TRADE your account, and at no time can they move cash out of your account except to your registered bank account.
Should you wish to terminate your manager, all funds and investments remain intact, and with the assistance of your client service advisor, we can review and assign a new manager for you.
We continually seek out the best service providers in this sector as we consider costs, technology, track record, reporting and customer service management.
Providers include: Fidelity Clearing Canada (FCC), National Bank and TD.
Insurance And Tax Advice Partnerships Across Canada
Independent Advice
Licensed insurance advisors and our strategic national partners will provide you with the best advice and service possible.
Personal
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P&C / Rental Property
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Liability
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Luxury P&C
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Life Insurance
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Estate Planning
Corporate Insurance
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Prof corporation retained earnings
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Directors and owners liability
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Group benefits
Contact us today for a strategy review from an advisor near you.
Investment Industry Regulatory Organization of Canada (IIROC)
Independent checks and balances, working for me.
I love the one stop shop and personal service that I get with Braeheid Management - they truly are the quarterback ensuring we are all pointed in the direction of my best interests.
Thank you! You are always there for us.
~ Julie, Ontario