Separately Managed Accounts
A Separately Managed Account ("SMA")3 allows clients to hold securities directly instead of being held as a commingled investment with other investors.
Tax-efficient investing4
This affords clients more control and flexibility in both how they are invested and how they realize taxes. In a typical comingled structure like a mutual fund, investors can be responsible for capital gains they have not themselves realized!
And in a worst-case scenario, investors can owe taxes on positions that are in a negative position. However, in an SMA clients only owe taxes on their actual realized gains, are unaffected by other unit holders, and can be selective about transacting on individual positions.
Top-tier sub-advisors.
Access for all.
Government Bonds (CAD and USD)
A more liquid, more tax-efficient, and easier to administer alternative to both short- and long-term savings mechanisms including GICs and HISAs.
Government Bond strategies are sub-advised by our partner and related entity, Canso Investment Counsel Ltd.
Corporate Bonds
A concentrated portfolio of investment grade fixed income securities offered in both absolute yield and tax efficient portfolios.
Corporate Bond strategies are sub-advised by our partner and related entity, Canso Investment Counsel Ltd.
Canadian Dividend Equities
A concentrated portfolio of high-quality Canadian dividend-paying equities designed to offer some growth potential with the stability of predictable dividends.
The Canadian Dividend strategies are sub-advised by our partner and related entity, Canso Investment Counsel Ltd.
US Equities
Offers clients direct access to equities listed on US Exchanges that satisfy strict inclusion criteria including a growth hurdle, competitive advantage and operating track record analysis, and attractive relative valuation.
The US Equity strategy is sub-advised by our partner, Alpha-Lab Investment Management Inc.
Global ETF Portfolios
For clients who prefer passive investment, PortfolioHiWay also offers top-down asset allocation portfolios that combine passive low-cost global ETFs with active fixed income management.
The Global Asset Portfolios are sub-advised by our partner, Frontier Financial Inc.
3 PortfolioHiWay and its related parties may receive compensation derived from the sale of and/or from any investment made in its products and services.
4 No legal or tax advice provided. Please consult your legal and tax advisors regarding these matters.