Comprehensive and convenient portfolios that match your objectives.
Marquis Portfolio Solutions are convenient all-in-one portfolios with a range of risk profiles, made up of funds from respected Canadian mutual fund companies.
With a single investment decision, you own a comprehensive portfolio that has everything you need to reach your financial objectives.
Balancing opportunity and risk
Marquis Portfolio Solutions are carefully constructed to balance opportunity and risk with multi-layered diversification. A mix of equities and bonds provides a smoother, more rewarding ride.
Certain portfolios are offered under the Dynamic Corporate Class structure, which is designed to provide the potential for tax-advantaged income for your non-registered money.
Stringent monitoring and rebalancing
Marquis Portfolio Solutions are monitored daily to ensure fund allocations remain close to target.
Create an Investment Policy Statement
Prepare and keep track of your clients’ Investment Policy Statements and Questionnaires.