Mercer Private Wealth Counsellors provide comprehensive and customized wealth management solutions tailored to help protect, grow and transfer your wealth.
While being strategic and long-term, asset allocation is based on capital market assumptions which are continually reviewed and tested against market conditions to ensure that they reflect the most current thinking, advancements in practical investment finance, and academic research.
A well-constructed portfolio will maximize the return for the amount of risk that is acceptable to you. Building your customized portfolio, we consider these five important principles:
Mercer’s Private Wealth services in Canada are delivered by Mercer Global Investments Canada Limited.