Private Clients

Investment Services - Private Clients

Our private client services are available to clients with a minimum investment of $150,000 for each pooled fund.  The pools that are available for individuals are:

A money market fund is also available.

The BonaVista International Equity Fund is managed by Sprucegrove Investment Management and is available only in combination with other pools or segregated accounts to form part of a balanced investment program.

These funds allow us to offer a solution to a wide range of investment needs.  A segregated account can also be employed to address any specific circumstances.

 
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