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Q:
Who are your
clients?
A:
All our clients are private individuals
and their families. We find that the
group of people most comfortable with our
investment style are active or retired
business owners and executives.
Consequently, this group makes up a majority
of our clients.
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Q:
My husband
and I have $2 million to invest between us
which includes two RSP accounts and two
non-registered accounts. Do we meet the
investment minimum for a segregated account?
A:
Yes. When
applying our $2 million minimum for segregated
accounts we include the accounts of all
members of your immediate family - i.e.
spouses and dependent children. The assets
are also aggregated for purposes of
calculating the fee payable.
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