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One-on-one meetings

At Montag Private Wealth, we go the extra mile to meet with you in the most convenient way to maximize our partnership. Be it at home, the office, your cottage, online, or at one of our two office locations in downtown Toronto and Montreal.

As portfolio managers, it is our duty to really know our clients. During our meeting(s), we will discuss your retirement/investment needs, ask in-depth questions, assess your needs and share our recommendations.

Minimum Investment Requirement

To begin, we must have a comprehensive understanding of your current assets including your other non-liquid assets, such as a business or hard real estate. We ideally prefer to work with investable assets that are over $750,000 for all the household accounts combined. For example this can include, all personal invests, company account(s), trust accounts(s), succession account(s), etc. but do consider other investable assets that can come later.

Investment Policy Statement

After gathering all the information about your accounts and your financial needs, we will write an investment policy statement which will define the guide to achieving your financial objectives.

Accounts Transfer

Once you become our client, we will sign documents together to have your investable asset/investment accounts transferred to our platform and you will no longer have any assets managed by your current financial advisor.

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Accounts Transfer

Once you become our client, we will sign documents together to have your investable asset/investment accounts transferred to our platform and you will no longer have any assets managed by your current financial advisor.

We may elect together to open new accounts that are more appropriate for your goals (e.g. a TFSA account(s) or a margin account that opens up more investment possibilities). The accounts will be transfer by our custodian, the National Bank Correspondent Network (a subsidiary of National Bank of Canada). Once the full transfer of the account is completed, we will start build your new portfolio based on the timeframe established in the Discretionary Agreement Document.

Segregated Accounts

Your money will be managed in segregated accounts under your name and on a discretionary basis.

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Segregated Accounts

Your money will be managed in segregated accounts under your name and on a discretionary basis.

After the signing of our agreement, we will manage your account’s money in conformity with the investment policy previously established. We will perform all the trading on your behalf including buying and selling securities in your name on what we believe is suitable for you to achieve your financial goals. As agreed in our Discretionary Agreement Document, the portfolio will be under our full discretionary/control.

Access to Your Account

We can provide you with online access upon request to all your accounts under management. You will be able to follow and see all the current asset classes that are in your whole portfolio or separately in each account (TFSA, RSP, RIF, cash accounts, etc).