Unified Managed Accounts

The Enhanced Portfolio & Investment Centre (EPIC) is a state of the art, low-cost investment management solution equipped to provide both advisors and investors with:

  • A platform to discuss risk in terms that can be easily understood
  • A simplified system designed to transform and improve investor behavior

Partnering with FinTech industry leaders like RiskPro, TD Ameritrade and Orion, EPIC was built for investors seeking a comprehensive investment management experience that is governed by their trusted independent investment advisor.

Designed with IRA and qualified accounts in mind, the managed portfolio option is well-suited for a range of clients, from the individual to the institutional investor.