SSQ Private Wealth Management

SSQ Private Wealth Management is designed to help you grow your practice by delivering wealth across generations.

 

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.

 

Private portfolio design

Access to an SSQ Private Portfolio Manager who can apply institutional expertise.

 

Institutional asset managers

Access to a boutique list of institutional asset managers, all of them external to SSQ and objectively selected for quality.

 

Capital
protection

Up to 100% capital protection at maturity and upon death, guaranteed by A-Rated SSQ Insurance.

 

Estate
planning

Transfer wealth without the cost or delay of probate, and remain the advisor of record for the next generation.

Customized monitoring tools

  • Daily value of your account and personal returns updated every month on the secure website
  • A quarterly investment statement

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How to Entrust the Management of your Portfolio to Us?

Contact your financial security advisor or call us.

Contact Us