Imagine a world where you are on an equal playing field, where the mass affluent are treated with the same respect and priority as the wealthy.
Institutional investors, pension funds, and ultra-high net worth families have long enjoyed investment advantages over individual investors due to their larger scale. They employ portfolio managers to source investment opportunities that are typically unavailable to individuals due to prohibitively high investment minimums.
Portfolio managers are beginning to understand that their expertise can help a greater number of Canadians, and we are noticing that some have reduced minimum account sizes to address the needs of the majority of investors.
Clients are introduced to select portfolio management firms through their Sterling Bridge Relationship Manager. They take comfort in knowing their money is being managed by a team of investment professionals with a history of working with high net worth and institutional clients.