Separately managed accounts

A personalized investment experience centred around your needs.

Azure Managed Investments

Azure Managed Investments are separately managed accounts that offer a wide range of options to meet a variety of investment and diversification needs. They offer tax and portfolio customization, transparency and dedicated investment teams to help you reach your financial goals.

Azure Managed Investments are designed for investors who are looking for the following benefits:

Tailored tax management strategies

Keep more of your money invested rather than paying taxes.

Enhanced customization

Portfolio adjustments are personalized based on your unique preferences.

Complete transparency

You’ll have a clear picture of what you own, any changes in your holdings and how each component of your portfolio is performing.

Expertise at work

Our global money managers navigate market conditions, select securities and adjust the strategy as needed to help you meet your goals.

Get leading global experts on your side

The mandates within Azure Managed Investments are managed by some of the world’s largest money managers, each with expertise in specific asset classes.

What are separately managed accounts?

They’re diversified portfolios of securities managed by investment professionals, similar to a mutual fund or ETF. The key difference between these products is the structure of ownership. With mutual funds or ETFs, you and other investors will own units of the fund, which in turn will purchase individual securities. With a separately managed account, you own each individual security directly, which allows for greater customization and tax benefits.

Brokerage Services

We offer personalized brokerage services and products ranging from common and preferred stocks listed on major North American stock exchanges, GICs, strip bonds, bankers’ acceptance and commercial paper, bonds and debentures (federal, provincial and corporate), Government of Canada treasury bills and U.S. denominated bonds and treasury bills.

Speak to an IG Advisor

Connect with an IG Advisor to find out more about how separately managed accounts could help you reach your financial goals.