Wealth Management Advice, Products & Services Investment Products Asset Management Private Investment Management Group Private Investment Management Group Personalized portfolio management was recently only an option available to a privileged few. Our Private Investment Management Group, providing discretionary portfolio management, makes this opportunity a lot more accessible. The convenience, peace of mind, and undivided attention that comes with having your own dedicated Portfolio Manager, is now an option that you can choose. We are one of the few organizations in Canada authorized to provide complete discretionary portfolio management to our clients. The distinguished Portfolio Manager designation is reserved only for those of our advisors who have attained the highest standards of training and experience in the financial industry. How it Works We examine your personal situation Your Portfolio Manager assesses your investment objectives, risk tolerance, financial goals and tax situation, as well as any other personal circumstances pertinent to your financial future. We create your personal Investment Policy Statement This document is the outline that guides the management of your investments. It describes the allocation of assets and any restrictions applicable to your portfolio. We act to fulfill your investment objectives Based on your personalized Investment Policy Statement, we build a portfolio to suit your needs and adjust it over time, as necessary. We stay in touch Our reporting to you is comprehensive, including detailed statements every month and reviews of your holdings each quarter. Personal meetings with your Portfolio Manager can be arranged as often as necessary. About Us Careers News & Media Contact Us Accessibility Legal Privacy Policy Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd. are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information. © 2021 Raymond James Ltd. All rights reserved.