We offer a range of investment services to help meet your estate and trust needs, including access to specialists with expertise in managing trust investments and a fixed income managed portfolio solution.

Trust Investments

We provide access to specialists who have in-depth expertise in the complexities of managing trust assets. As part of an organization where standards are high and regulations strict, our fiduciary role includes both an obligation and commitment to fully understand the unique requirements of each trust. Based on this understanding, an investment profile and an investment policy statement are created to clearly document the investment objectives of the trust. We will work with wisdom and diligence to achieve the balance, unique to each trust, between preserving capital, producing income and pursuing growth. Our approach to investment is one of discipline and prudence, always taking into account economic conditions, inflation, tax consequences, changing markets and legislation, and the needs of all the beneficiaries.

Acting as a trustee, we can provide:

• record keeping
• professional asset management
• annual tax filings
• payments of income and capital as specified in the trust document
• reporting to beneficiaries
• other discretionary decisions as required

Security Plus

Our Security Plus solution is a fixed income, managed portfolio offering competitive stable returns and personal service. Ideally suited to conservative investors with $500,000 or more to invest, Security Plus offers your own personal relationship manager, who will handle all investment details for you. The benefits of our Security Plus solution include:

• professional investment management
• predictable, steady stream of income and payment
• clear, detailed quarterly statements
• accurate tax reporting
• payment of recurring bills such as utilities and credit cards
• payment of quarterly tax installments