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Features and Benefits

 
Why choose Symmetry?

A solution rooted in the two basic portfolio building blocks

  • Symmetry’s unique two-pool design means that equity and fixed income can be paired to help create your ideal mix of investments.
  • Equity investments offer the potential for capital appreciation and growth.
  • Fixed income holdings typically provide stability of capital and income.

Best-in-class investment management

  • Symmetry pools are managed by leading international investment firms using a similar disciplined approach as some of Canada’s largest pension funds.
  • The multi-management approach helps to ensure diversification across a variety of investment styles and geographic regions.

Powerful tax benefits

  • Tax deferred rebalancing and a tax efficient fixed income solution for non-registered

Added peace of mind with an independent consultant

  • Industry leader, Mercer Investment Consulting provides assistance on asset allocation, manager selection and ongoing monitoring.

Enhanced reporting

  • Comprehensive quarterly statements with personalized rates of return.
  • Individuals and families with assets over $500,000, have access to consolidated family account statements.