Your Investment Portfolio
Whether it’s to plan your retirement, achieve the purchase of your home, finance an ambitious project, or save for your children’s education, AURUM offers a complete range of savings and investment solutions.
Designed to match your needs, goals, and investor profile, these options allow you to move confidently toward your financial future.
A Selection Process That Is Both Human and Rigorous
Behind every investment choice, we conduct an in-depth analysis and a client-focused reflection.
At AURUM, we go far beyond the numbers: we consider your reality, your goals, and your risk tolerance to propose tailored solutions.
Our approach is based on careful selection, guided by experience and attentive listening. We identify the top-performing managers, evaluate each fund with care, and adjust our recommendations according to your profile.
Because your financial future deserves human and personalized attention, every decision is made with diligence and in your best interest.
A Strategic Portfolio for Your Financial Goals
Building a high-performing portfolio relies on informed choices: a rigorous selection of investments, effective tax planning, thoughtful diversification, and controlled fee management.
With AURUM, you have access to a wide range of solutions, including mutual funds, segregated funds, GICs (Guaranteed Investment Certificates), as well as registered plans such as RRSPs, TFSAs, FHSAs, RESPs, and much more, including non-registered savings accounts.
Coherence and Relevance
Your portfolio will always be perfectly aligned with the financial strategies of your overall plan to secure your future.
Unlimited Access to the
World of Investing
This refers to the legal framework that defines your identity, rights, and obligations: civil status, matrimonial regime, protection mechanisms for minors or incapacitated adults, and various types of mandates.
Investing Responsibly
At AURUM, we offer the opportunity to build a portfolio that reflects your values by incorporating environmentally responsible funds. Depending on your preferences, you can choose a portfolio entirely focused on responsible investing or include a selection of eco-responsible investments while maintaining a strategy aligned with your financial goals.
Get an Evaluation of Your
Current Portfolio
Take advantage of a comprehensive analysis of your investment portfolio to assess its performance, diversification, and alignment with your financial goals.
Our approach includes a comparative tax analysis to evaluate the efficiency of your current strategy and highlight areas for improvement. With AURUM, you receive clear, personalized recommendations to strengthen your portfolio and maximize tax benefits.
