You’re ready to become a client of the Financial, but your assets are held in various institutions? If you’re already a client and you want to consolidate your assets with us, our Securities Services can help.
Structured account opening procedure
A Securities Specialist, in collaboration with your Wealth Management Advisor, will open a separate account and transfer in your assets in kind. The Securities Specialist may assess the impacts and constraints related to the transition of your portfolio and try to minimize the transaction costs.
The Securities Specialist will thoroughly analyze the characteristics and constraints of your investments: early redemption fees, maturities, tax impacts, management fees, etc. Then, with you and your Advisor, the Investment Specialist will devise an optimal strategy for the migration of your assets to our investment solutions.
