Managed Solutions

When it’s time to start thinking about saving for your retirement, you might want to consider investing in a product that offers a professionally managed investment solution, such as fund of funds or a wrap product, which is chosen to align to your personal financial situation. That's where managed solutions come into play. 

What is it?

To understand managed solutions, let’s take a step back. A mutual fund is a selection of stocks (and other securities) that is often grouped by geography, size, or type of investment. A managed portfolio solution could be described as a “combination of funds” that may be made of varying geographies, sizes, and types of investment.  This solution further diversifies your investment portfolio – all in the same investment. 

Why consider managed solutions?

Investing in managed solutions makes sense because they wrap all the critical aspects of intelligent investing into one, neat package. The benefits to you include: 

  • Professional management, including a range of investing styles
  • An investment mix that’s automatically rebalanced based on your specific risk levels, as the weighting of individual securities will be automatically adjusted as market conditions change
  • Diversification of holdings to optimize performance and risk in a single solution
  • Affordability – as compared to purchasing individual securities and/or mutual funds
  • Flexibility and liquidity

A strong partnership

Through our relationship with Credential Asset Management Inc. we can provide you access to a wide range of quality investment options through top providers such as AGF, Fidelity, Northwest & Ethical Funds, Franklin Templeton and Mackenzie.

If you’d like to learn more, it’s time to speak to a Meridian wealth management professional.

Talk to a Meridian Wealth Management professional 

You’ll get straightforward answers to your questions. We work with you on your long-term needs for financial security. And we go out of our way to find ways to get your money working for your retirement.

Let us know when it is convenient for you to talk with one of our wealth management professionals so they can take a closer look at your investment choices.

*Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

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