Enjoy peace of mind by freeing yourself from portfolio decision-making. Thornmark provides a fully discretionary investment management service – meaning a dedicated Investment Counsellor manages your portfolio on your behalf.
At your option, Thornmark will work with you to develop a personal Wealth Management Plan (WMP). With a financial roadmap, you are better equipped to make more informed and disciplined wealth management decisions. A WMP gives you a framework to monitor your investment performance and progress towards your goals.
The Thornmark Investment Funds are also available for purchase through select investment advisors and discount brokers. Minimum initial and subsequent purchase requirements may be set by advisors and brokers. Additional Investment Advisor or discount brokerage fees may apply, and Thornmark may pay a trailer fee.
To invest through an investment advisor or discount broker, please contact the financial institution directly.