Life’s complicated. Your investments don’t have to be.
For many people, it often feels like there are just too many options when it comes to building a portfolio of investments that reflects their particular needs or goals.
And, if it feels like you’re hearing about new types of investments each year, that’s because new, more complex types of investments are introduced each year.
Thankfully there are also investment solutions designed to make your life less complicated. These are called Managed Solutions.
Managed Solutions, available at Meridian and offered through Credential Asset Management Inc., are diversified portfolios of investment pools, mutual funds,* or separately managed accounts.
Created by leading experts and managed by some of Canada’s largest and most respected money managers including Fidelity Investments, Franklin Templeton Investments, Mackenzie, and AGF Funds, Managed Solutions are designed to meet the needs of every Canadian, regardless of the amount he or she has to invest, his or her risk comfort, time horizon, or particular needs or circumstances.
Together we can discuss and determine your investment needs and goals, as well as the level of risk you are comfortable with. You and I can then choose the Managed Solution that best suits your needs and investor profile.
Even if life sometimes seems complicated, it’s good to know that there are easy ways to save for your future.
Managed Solutions provide you with:
- Diversification - Access portfolios that are diversified to meet your needs and investment objectives.
- Affordability and Choice - Regardless of the size of your nest egg today. Meridian has investment solutions that are the right fit for you.
- Investment Focus - Managed Solutions are automatically rebalanced, keeping you on the right path to your goals.
