Because a well-crafted portfolio solution should be greater than the sum of its parts
Our Solutions
Each of our Portfolio Solutions are expertly crafted to ensure an optimal mix of asset classes, geographic allocation, and investment styles so you can enjoy the benefit of a well-diversified portfolio.
Well-diversified
But we don’t stop once a portfolio solution is crafted. We aim to keep each portfolio solution well optimized at all times through continuous research of investment opportunities across markets and regular portfolio rebalancing.
Continuously rebalanced
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Counsel Essentials Portfolios
Our lower-cost Counsel Essentials Portfolios are efficiently managed with features that make for smart investing. Counsel Essentials Portfolios are globally diversified and skillfully crafted using a selection of cost-effective ETFs, with active oversight for efficient management.
Counsel Focus Portfolios
Active stock and bond selection
Growth-focused equity managers
Simple, streamlined portfolios
Counsel Focus Portfolios are constructed to provide a simple, cost-efficient investment using a few easy-to-understand elements: top equity specialists focused on growth companies and a core Canadian fixed income component to help act as a buffer against volatility. That’s it.
Counsel Income Portfolios
Counsel Income Portfolios offer a range of options, all designed to deliver consistent monthly income to satisfy your specific cash flow needs.
Counsel Retirement Portfolios
Aim to protect and grow savings
Mitigate inflation before and during retirement
Help minimize portfolio losses during periods of down markets
Designed with the wealth accumulation needs of the retired and pre-retirement investor in mind, Counsel Retirement Portfolios aim to reduce the impact of market declines on the value of your investments and offer long-term growth potential to help offset the corrosive effects of inflation.
Counsel Strategic Portfolios
Multi-manager, globally diversified
Combines factor strategies and high-conviction investment expertise
Well-rounded, all-in-one portfolios
Globally focused, multi-asset class investment strategies utilizing a comprehensive multi-manager approach that combines high-conviction active strategies with an allocation to multi-factors to help ensure effective diversification across investment styles and to provide exposure to the positive ‘market factors’ that drive performance over time
IPC Private Wealth Visio Pools
IPC Private Wealth Visio Pools combine an investment approach traditionally accessible only to investors in separately managed account programs with the simplicity of a globally diversified single-solution portfolio. Each Pool invests in a concentrated selection of stocks representing the best-ideas approach of leading portfolio managers, and a laddered bond strategy to help reduce volatility. Each pool is complemented with an allocation to exchange-traded funds (ETFs) for global diversification.
Single Strategy Funds
Seasoned investment specialists with proven expertise in their specific asset class or investment approach
Each Fund is designed with a specific purpose in mind, to help you achieve your targeted objective
Targeted strategies that leverage the knowledge and expertise of world-class money managers. Each single-strategy fund is designed to achieve its objective using a singular investment approach or methodology. The Funds are actively managed by experts in their respective asset class, geographic region, or investment style, making them ideal as a complement to a broadly diversified portfolio, or on their own as focused investment strategies.
