Rebalancing keeps your portfolio account on track with your investment goals. At Assante Connect, we rebalance your portfolio for free.
You will not be charged commission or fees on any trades that occur within your portfolio.
Assante Connect’s model portfolios are constructed using actively managed exchange traded funds (ETFs) issued by an affiliated fund manager, First Asset Investment Management Inc. (First Asset).
The Management Fee does not include the management expense ratio (MER), charged by exchange-traded funds “ETF” investments held in your portfolio. Portfolios are invested primarily in securities of ETFs managed by our related registrants (CI and/or First Asset). The MER of the model portfolios ranges from 0.60% to 0.70% (subject to change).
Additional services may be provided by your Assante advisor for which you may pay an annual fee of up to 1.00%. For more information please consult your Assante advisor.
A team of seasoned professionals will be managing your portfolio and monitoring the markets.
Your portfolio will comprise of a range of investments across several countries and industry sectors. This helps counteract the effect of market fluctuations.
Your portfolio will be monitored daily and rebalanced when necessary to ensure that it stays on track with your investing objectives.
You will be able to access your account and view your portfolio at any time.