Who are your clients?
All our clients are private individuals and their families targeting high after-tax returns. A diverse and multi-generational group, many of our clients are active or retired business owners and entrepreneurs, busy professionals or executives – and people who have recently acquired wealth through a judicial award or inheritance.
Who would not be comfortable as your client?
Anyone who is looking for higher risk investments or who judges investment success based on short term results would not be comfortable with our investment approach. We emphasize preservation of capital and focus on superior results over the long run.
Where is my money held?
The funds of each Manitou client are held in one or more separate accounts by RBC Dexia, a large global custodian owned equally by Royal Bank of Canada and Dexia. Regardless of what happens to Manitou, your investments are held by RBC Dexia in trust for you.
We have $2 million to invest which includes two RSP accounts and two non-registered accounts. Would these accounts be pooled or segregated ?
Your different accounts could be invested in the pooled fund or in segregated accounts, or in a combination of both. The decision would be based on your specific needs. In calculating the minimum investment amount, we include accounts of all members of your immediate family, such as spouses and dependent children. The assets are also aggregated for purposes of calculating the fee payable. For more information about our investment options, please see our investment strategies.
