Investment Portfolios

SmartStep your way to investment opportunities

Everyone knows the golden rule of successful investing - buy low – sell high.  But deciding exactly what to buy and when to sell – well, that’s a much trickier proposition. Investing for your future is not as easy or risk-free as the business magazines would like you to think. That’s why Comtech Fire, with our dealer partner Qtrade*, is offering you an exciting investment opportunity: Professionally Managed Investment Portfolios.

Our commitment to you: Superior value

Together, we’ve designed this innovative investment solution with you in mind. A Comtech Fire Professionally Managed Investment Portfolio gives you the best of both worlds – expert money management AND exceptional returns, so you’ll never have to worry about your investment decisions again.

Professional money managers will create a customized portfolio of investments, tailored specifically to your personal financial needs. Your portfolio will be carefully balanced to take advantage of equity and income investments across a wide range of countries, sectors and investment styles. By building diversity into your account, the money managers will take advantage of the investment opportunities and help you achieve your investment objectives.

Rebalancing and reporting

As markets shift, the investment experts will monitor your portfolio and automatically rebalance it as needed. We’ll make sure that you maintain the right mix of investments, so that your portfolio stays true to your financial objectives. We’ll also help you keep track of your investments by sending you a personalized, easy-to-read Investment Summary Statement twice a year. And a comprehensive year-end tax summary makes tax reporting a breeze. Investing for your future has never been easier!

Service excellence

Whether you’re just starting out or have considerable assets to invest, Comtech Fire, in association with its dealer partner Qtrade* has the value-added solutions you need for every age and stage of your life. Our non-commissioned Investment Advisors and Mutual Fund Representatives are always available to give you personalized, one-to-one advice to help you achieve your short and long-term financial goals.

For more information about Comtech Fire’s Professionally Managed Investment Portfolios contact your branch.

 

* Securities and securities related financial planning services are offered through Qtrade Advisor. Qtrade Investor and Qtrade Advisor are divisions of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Mutual funds and securities related financial planning services are also offered through Qtrade Asset Management Inc., Member MFDA.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated. 
 

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