Private Wealth Management
SSQ Insurance offers portfolio management to your clients who have assets exceeding $500,000. Our team of qualified professionals will assist you in the creation of investment policies for your clients and will help you monitor them.
A Customized Service
- Customized advice and an investment portfolio tailored to your clients' objectives, their risk tolerance and capital needs over the next few years.
- Close monitoring of the results and recommendations for adjustments to the portfolio as the situation evolves.
A Unique Approach
- Investment management by specialized managers who reproduce the model of large pension funds.
- Objective and fair fund managers choice because SSQ Insurance does not manage the funds. The interests of your clients come first.
- Opportunity to invest in asset classes such as global real estate, infrastructures and commodities.
Competitive Management Fees
- Significant savings in management fees for all assets, regardless of the plan selected.
Peace of Mind
- Capital guarantees provide for a minimum return despite market fluctuations
- Significant risk reduction thanks to the variety of investments and management styles
- Access to fund managers who are renowned for their ability to preserve capital during market fluctuations
- Protection of assets in the event of personal bankruptcy, as contracts with an insurance company usually protect assets when a spouse or child are designated as beneficiary
Custom Tracking Tools
- Secure website: daily account value and personalized returns updated monthly.
- Quarterly statements of investment: monitor portfolio evolution thanks to the detailed statement.
Documents to Give your Clients
- SSQ's Quarterly Comments as at December 31, 2017 (PDF, 587 kB)
- Jarislowsky Fraser Commentary - December 2017 (PDF, 294 kB)
- Cambridge 2018 Economic Perspectives (PDF, 863 kB)
- Hexavest 2018 Economic Perspectives (PDF, 1.2 MB)