Sophisticated Investment Platform

Take your investment portfolio to the next level

Mutual funds are one of the most common investment vehicles for Canadians. There are many reasons for their popularity, including their easy approach to having a diversified portfolio. However, as your wealth grows over time, a mutual fund strategy alone may no longer be the best approach to managing your wealth.

The next step may include an all encompassing unified managed account (UMA) to help simplify the complexity of your personal and family wealth.

What is a UMA?
A unified managed account is a sophisticated private investment account through which you own a variety of investment vehicles – stocks, fixed income securities, alternative investments, mutual funds, exchange traded funds and/or cash.

With this type of account, you are able to maintain a cohesive strategy for your overall portfolio and avoid overlapping investment strategies or the duplication of holdings.

Unified Managed Account

To learn more about the differences between a mutual fund and a unified managed account and if a UMA structure is right for you, contact us today.

IPC Private Wealth is a division of IPC Securities Corporation. Member of the Canadian Investor Protection Fund.