Private Wealth Management
The Management of your Portfolio Entrusted to Experts
When you have more than $500,000 in assets, the management of your portfolio requires rigorous monitoring and making big decisions to reach your financial goals.
Advantages of Doing Business with SSQ Insurance
For SSQ Insurance, understanding your needs is a priority. That's why we offer the ideal solution if you want to delegate the management of your portfolio to experts.
- A unique investment approach that reproduces the management model of large pension funds provided by some employers
- Capital guarantees provide for a minimum return despite market fluctuations
- Asset protection, under certain circumstances, in the event of personal bankruptcy
- Competitive management fees take into consideration the size of your assets
- Customized monitoring tools:
- daily value of your account and personal returns updated every month on the secure website
- a quarterly investment statement
How to Entrust the Management of your Portfolio to Us?
Contact your financial security advisor or call us.