SSQ Private Wealth Management

SSQ Private Wealth Management is designed to help you grow your practice by delivering wealth across generations.

 

SSQ Private Wealth Management
offers powerful benefits for your practice and your clients:

 

Private portfolio design

Access to an SSQ Private Portfolio Manager who can apply institutional expertise to assist you in designing client portfolios.

 

Institutional asset managers

Access to a boutique list of institutional asset managers, all of them external to SSQ and objectively selected for quality.

 

Capital
protection

Up to 100% capital protection at maturity and upon death, guaranteed by A-Rated SSQ Insurance.

 

Estate
planning

Transfer wealth without the cost or delay of probate, and remain the advisor of record for the next generation.

Solving The Withdrawal Conundrum

Learn about a HNW retirement income strategy with the potential to improve client outcomes in nearly 80% of cases. A study by Martin Bédard, Director of Institutional and Private Wealth at SSQ Insurance.

 

Download the study for free

Learn more

Custom Tracking Tools

  • Secure website: daily account value and personalized returns updated monthly.
  • Quarterly statements of investment: monitor portfolio evolution thanks to the detailed statement.

Documents to Give your Clients

Market commentary

Your access to all SSQ Insurance market commentary as well as Quarterly SSQ Insurance comments.

See all commentaries

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