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When it comes to investing, our focus is on you

Our goal-based approach to investing keeps things simple and straight forward.

For each goal you create with CONNECT, you’re in complete control of the risk you’re willing to take to achieve that goal. You may want to take on more risk to buy your dream home and less risk to save for your children’s education or your retirement. Different risk profiles for different goals.

Of course, the risk you choose, as well as the period of time, have a direct impact on the potential returns of your financial goal.

As your Investment adviser, we want to help you protect your investments from volatile markets and capture the upside when it happens. So our portfolios are actively managed and regularly re-balanced to make the best of these situations – always keeping you within your chosen risk profile.

Here is a selection of our portfolios – at different levels of risk – with targeted annual returns:
Portfolio Strategy Targeted Annual Return*
Cash Plus Conservative Money Market Alternative +1.0%
Balanced Balanced Global Multi-Asset +6.8%
Aggressive Plus Leveraged Global Multi-Asset +10.3%

*No guarantee of performance is being indicated in this table. This table and any associated descriptions are samples and intended to represent potential mixtures of asset classes that may be suggested to Accredited Investor clients once they have been successfully on-boarded. This material is not investment advice and should not be construed as an offer to sell or the solicitation of an offer to buy securities.

Safety and security

When you invest your money with CONNECT, your assets are held in custody at BNY Mellon’s Pershing LLC. Pershing LLC (member FINRA, NYSE, SIPC), is a wholly owned subsidiary of The Bank of New York Mellon Corporation.

Clients’ assets and funds custodied with BNY Mellon’s Pershing LLC are protected by the SIPC (Securities Investors Protection Corp.); this insures accounts up to US$ 500,000 (US$ 250,000 limit on cash).