Client Service Excellence
We have been dedicated to serving the investment needs of private clients since our inception. We work closely with these individuals to develop an investment policy and asset mix strategy customized to their specific financial objectives, time horizon, risk sensitivity, cash flow needs, and tax considerations.
Our account minimum for private clients is $2 million. We provide portfolio statements as frequently as monthly and detailed portfolio performance every quarter. Clients also have real-time access to their investment portfolios via our online portal. We meet with our private clients at least once a year to review their investment policies and to outline future strategies.
Investment Options – Segregated and Pooled
We offer access to FGP’s pooled funds which provide an economical and efficient way to diversify. In certain cases, we offer segregated portfolio management where we select individual securities for our private clients.
For each asset category, we offer a series of FGP pooled funds specifically designed for tax-exempt private accounts (such as RRSPs, RRIFs) and another series designed for taxable private accounts.
While these pooled funds are similar to mutual funds, they do not require prospectuses and are therefore considered private offerings available to our clients only, subject to meeting certain minimum investment requirements.