What can we do?

• • Provide an analysis on converting your business to a Portfolio Manger licence restricted to managing mutual funds only. The analysis will include a discussion on the relative merits of converting your book, the costs and challenges of conversion, and an implementation plan that includes tasks, timelines and budgets.
  
  
• • Provide access to wholesale pricing for a managed account solution that includes fixed income, equity and alternative asset investments.
  
  
• • See also the "New Entrants" Tab.

How can we help?

• • Reduce regulatory burden by moving your business away from MFDA oversight.
  
  
• • Provide revenue enhancement through access to a fully managed account solution for larger clients.
  
  
• • Enhance the value of your business.