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PRICE & PERFORMANCE  Select A Fund IA Clarington Funds IA Clarington Fixed Income Funds Bond Fund Money Market Fund - A Money Market Fund - B Real Return Bond Fund IA Clarington Canadian Cash Distribution Funds Canadian Dividend Fund - A Canadian Dividend Fund - X Canadian Dividend Fund - T6 Canadian Income Fund - T8 Dividend Income Fund - T4 Dividend Income Fund - T6 Dividend Growth Fund - T6 Dividend Growth Fund - T10 Tactical Income Fund - T6 Tactical Income Fund - T8 Monthly Income Balanced Fund - X Monthly Income Balanced Fund - T6 Monthly Income Balanced Fund - T8 IA Clarington Global Cash Distribution Funds Global Dividend Fund - T6 Global Dividend Fund - T6 (US$) Global Dividend Fund - T8 Global Dividend Fund (US$) - T8 Global Income Fund - T6 Global Income Fund - T8 Global Income Fund (US$) - T6 Global Income Fund (US$) - T8 IA Clarington Canadian Funds Canadian Balanced Fund Tactical Income Fund Canadian Conservative Equity Fund Canadian Equity Fund Canadian Leaders Fund Canadian Small Cap Fund Canadian Small Cap Fund - X IA Clarington U.S. Funds American Fund Sarbit US Equity Fund Sarbit US Equity Fund - T6 Sarbit US Equity Fund (US$) Sarbit US Equity Fund (US$) - T6 IA Clarington Global Funds Global Income Fund Global Equity Fund Global Equity Fund (US$) Global Small Cap Global Value Fund IA Clarington Inhance Funds Inhance Monthly Income SRI Inhance Conservative SRI Portfolio Inhance Balanced SRI Portfolio Inhance Balanced SRI Portfolio - T6 Inhance Growth SRI Portfolio Inhance Canadian Equity SRI Class Inhance Global Equity SRI Class IA Clarington Target Click Funds Target Click 2015 Target Click 2020 Target Click 2025 Target Click 2030 Distinction Portfolios Prudent Portfolio Prudent Portfolio - M Conservative Portfolio Conservative Portfolio - M Balanced Portfolio Balanced Portfolio Series M Monthly Income Portfolio - T6 Monthly Income Portfolio - M6 Monthly Income Portfolio - M8 Growth Portfolio Growth Portfolio - M Bold Portfolio Bold Portfolio - M IA Clarington Corporate Class Funds Short-Term Income Class Canadian Equity Class Global Equity Class Canandian Leaders Class - A Canadian Small Cap Class - A Tactical Income Class - Series T6 Tactical Income Class - Series T8 Dividend Growth Class - T6 Dividend Growth Class - T10 Distinction Prudent Class - A Distinction Prudent Class - M Distinction Conservative Class - A Distinction Conservative Class - M Distinction Balanced Class - A Distinction Balanced Class - M Distinction Growth Class - A Distinction Growth Class - M Distinction Bold Class - A Distinction Bold Class - M Distinction Monthly Income Class - T6 Distinction Monthly Income Class - M6 Distinction Monthly Income Class - M8 Clarington Guaranteed Investment Funds Money Market GIF Bond GIF Dividend Income GIF Dividend Growth GIF Canadian Conservative Equity GIF Canadian Small Cap GIF Global Dividend GIF Global Equity GIF Global Value GIF

Preserving our Clients' Wealth

The foundation of Private Wealth Management hinges on the fundamental understanding of each of our client's individual investment objectives and constraints. The cornerstone of our offering is cultivating a relationship of trust and value added service extended on an individual basis. This trust and service is best demonstrated by the extensive knowledge and experience of our account managers working in combination with our domestic and global investment management resources.

Private Wealth Management

Our Private Wealth Management offering is based on the following principles:

• Primary focus on investment objectives and constraints;
• Tolerance of volatility and downside risk management;
• Customized asset allocation, including international and alternative investment strategies;
• Focus on value added customer service;
• Comprehensive process including Investment, Financial, Tax and Estate Planning;
• Leveraging financial synergies available with Industrial Alliance.

Investment Process

Security selection focuses on high quality large capitalized income yielding securities using a bottom-up investment process. A top-down overlay is used to manage down-side volatility and preserve client capital. Medium to long-term growth potential is realized with consistent dividends and, income and a customized portfolio that offers low turnover. Our fixed income managers establish strategies based upon interest rate anticipation as well as global monetary conditions. Our portfolio managers concentrate on the preservation of capital together with our clients' needs for long-term capital appreciation and income.

Exclusive Service

Sophisticated investors understand the concept of dynamic financial markets. Continued globalisation, increased market volatility, and the growing complexity of financial products all require experienced investment professionals devoted exclusively to the investment process and the clients investment and financial objectives.

Whether individual segregated securities or investment funds, we provide customised investment management products tailored specifically to respond to the objectives and constraints of each client. Return expectations, risk tolerance, liquidity requirements, time horizon, fiscal planning, and any unique circumstances are determined then consistently reviewed and adjusted. Detailed portfolio statements are provided on a monthly basis and reviewed at the client's discretion.

For whom is private wealth management suited?

• Seeking a comprehensive financial and investment process and structure;
• Require a customised and individualised investment portfolio;
• Focused on capital preservation with the potential for long-term capital appreciation;
• Seeking a tax advantaged fee base management structure;
• Seeking experienced professional unbiased service;
• Have investable assets in excess of $250,000;
• Seeking management of accounts that include RRSP and RRIF portfolios.

Contact us :

Anthony Silvestrin, Senior Vice-President,
Private Wealth Management
1-866-425-5861 Ext.3884 

anthony.silvestrin@inalco.com