Garrison Hill Discretionary Managed Accounts

Garrison Hill provides more traditional wealth management services through its Managed Accounts platform. The firm manages three core portfolios (Income, Balance and Growth) for clients with investable assets of over $500,000.  Clients are placed in one or a combination of the portfolios based on a comprehensive assessment of their financial situation and risk and return tolerances. No matter what the size of the account, all of our clients in the same portfolio hold the same investments and are treated equally.

All of the Funds invest in a combination of fixed income and equities depending on the portfolio guidelines of appropriate asset mix.

Client portfolios are held in the client’s name with TD Waterhouse Institutional Services. Garrison Hill will have discretionary authority to manage the funds, and charge the pre-established fees, but no ability to move the funds out of the account. Clients receive independent reporting from TD
Waterhouse Institutional Services and can view their account online. The client also has the ability to close the account at any time. TD Waterhouse charges a 0.25% fee for their full suite of services.

The portfolios can be held inside registered (i.e. RRSPs, TFSA, RESPs, LIRAs) or non-registered accounts.