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Investment Counselling Program

The Investment Counselling Program (ICP) provides clients with access to many globally-renowned portfolio managers who are considered leading experts in their field. It is a discretionary account which combines exceptional investment management with direct ownership of individual securities and features multi-manager, multi-style, multi-region diversification which is comparable to the way pension funds and endowment funds invest.




  • Access to more than 10 money managers and over 30 different mandates covering a wide array of asset classes and investment styles
  • Freedom from day-to-day investment decisions as the mandates are discretionary
  • Direct ownership of securities that allow for tax efficient solutions
  • Predictable and transparent monthly management fee

Click here for more information on the Investment Counselling Program