Sophisticated Investment Platform
Take your investment portfolio to the next level
Mutual funds are one of the most common investment vehicles for Canadians. There are many reasons for their popularity, including their easy approach to having a diversified portfolio. However, as your wealth grows over time, a mutual fund strategy alone may no longer be the best approach to managing your wealth.
The next step may include an all encompassing unified managed account (UMA) to help simplify the complexity of your personal and family wealth.
What is a UMA?
A unified managed account is a sophisticated private investment account through which you own a variety of investment vehicles – stocks, fixed income securities, alternative investments, mutual funds, exchange traded funds and/or cash.
With this type of account, you are able to maintain a cohesive strategy for your overall portfolio and avoid overlapping investment strategies or the duplication of holdings.
To learn more about the differences between a mutual fund and a unified managed account and if a UMA structure is right for you, contact us today.
IPC Private Wealth is a division of IPC Securities Corporation. Member of the Canadian Investor Protection Fund.
Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.