Private Wealth Pools

Private Wealth Pools

The New Private Wealth Pools feature three exclusive investment portfolios offering strategic asset allocation based on long-term capital market expectations. Leveraging the 35 plus years Fiduciary Trust’s proven wealth management expertise, these pools were designed specifically for private wealth investors.

Key Features

  • 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.