FT Balanced Growth Private Wealth Pool

Investment Objective and Strategy

The fund aims to balance current income and long-term capital appreciation by investing in a diversified mix of equity and income securities, with a bias towards capital appreciation.

• Access to Fiduciary Trust Canada’s proven expertise in managing wealth for affluent families and foundations
• Preferred Pricing - competitive fees that continue to reduce as the investment grows
• Active Management - portfolios are consistently monitored and adjusted to achieve the optimal blend of asset classes, investment styles, geographic regions and market capitalizations.
• A focus on risk management and risk adjusted returns
• Timely market commentary from our investment team, which includes insights on the current state of global markets.


Ian M. Riach

  • Toronto, Canada
  • Years with firm: 20
  • Years of experience: 33

Scott Guitard

  • Calgary, AB Canada
  • Years with firm: 6
  • Years of experience: 11