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Segregated Account Management

A segregated account provides a client with the utmost in flexibility. Their portfolio can be customized to meet specific needs, as set out in an Investment Policy Statement mutually agreed upon with their investment manager.

Such mandates are invested in individual securities, as opposed to units in either mutual or pooled funds, which allows the client to exclude companies and/or industries that they deem at odds with their needs or interests. This type of discretionary control can be a significant attraction to some investors. Clients with specific tax concerns may also prefer the latitude provided by a segregated account.

Please note that McLean Budden has been closed to Canadian Equity Growth specialty mandates since 1997.