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Is it time to recommend a qualified portfolio manager to your client? ADVERTORIAL


There are many situations where a client may need the services of a registered portfolio manager at Jarislowsky Fraser:


• Upon the sale of a business, the client has a large lump sum that needs to be managed judiciously to fund lifestyle and retirement requirements.


• The client recently received a substantial inheritance but does not have the investment knowledge or time to manage it properly.


• A family trust has been established and must be managed according to short-term cash flow needs and long-term growth objectives.


• The assets retained within the client’s private corporation are increasing and should be managed for tax efficiency and to optimize wealth growth.


Jarislowsky Fraser works in partnership with accountants to meet clients’ investment goals. As fiduciaries of the assets entrusted to them, the firm’s portfolio managers seek to grow capital in a low risk manner and at a reasonable cost. Clients benefit from a consultative approach that provides personalized solutions to meet their specific objectives.


An independent investment firm, Jarislowsky Fraser is privately owned by over 30 active partners. It is completely impartial, with no corporate affiliation or potential conflicts of interest. Investment management is its sole business.


Jarislowsky Fraser has a proven track record with over 60 years of experience in investment management and research, anchored by a well-defined high-quality/low-risk philosophy. Today the firm serves over 2,500 affluent individuals and families, often spanning multiple generations, and representing over $11 billion in assets under management.


Jarislowsky Fraser is registered as a Portfolio Manager in all Canadian Provinces and Territories, and as an Investment Advisor with the Securities and Exchange Commission in the U.S., allowing the firm to manage assets on behalf of U.S. clients.


Contacts:


Quebec and Atlantic: Pierre Lapointe, President, 514.842.2727 Ontario: Margot L. Ritchie, CFA, Partner, 416.363.7417 West: Blaine Lennox, CFA, Partner, 403.233.9117


EXPERIENCE YOU CAN RELY ON. PROFESSIONALS YOU CAN TRUST.


A trusted leader in investment management, Jarislowsky Fraser’s core value is to grow our clients’ capital in a low risk manner. Since the firm’s inception, we have stayed true to the philosophy that has guided us through more than 60 years of market highs and lows: sound, disciplined investing based on excellence in research and a fiduciary obligation to clients who have entrusted their assets with us.


INDEPENDENT PROVEN TRUSTED


For more information about our approach to investment management, visit www.jflglobal.com or contact us at 1 800 736-8666.


MONTREAL | TORONTO | CALGARY | VANCOUVER | NEW YORK INSTITUTIONAL


PRIVATE WEALTH


MUTUAL FUNDS www.jflglobal.com


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