Access Superior Performance

Integral scours the industry worldwide for best-of-breed investments and money managers in each of the following categories.

Discretionary Investment Counseling

• Single-Manager Separately Managed Accounts
• Multi-Manger Discretionary Investment Programs
• ETF-Based “Core / Satellite” Investment Program

Securities

• Common + Preferred Stocks: TSX, TSX-Venture, CNQ,PURE
• Initial Public Offerings (IPO’s)
• New Issues (Access “Street-Wide”)
• Income Trusts
• Real Estate Investment Trusts (REIT’s)
• Capital Pool Companies (CPC’s)
• International Stocks – All Major Exchanges
• Exchange Traded Funds (ETF’s)
• Options – Canadian + US

Funds

• Mutual Funds
• Bond Funds
• Segregated Funds
• Pooled Funds
• Balanced Funds
• Dividend Funds
• Income Funds
• Money Market Funds

Fixed Income

• Guaranteed Investment Certificates (GIC’s)
• Canadian Corporate Bonds
• Guaranteed Federal And Provincial Government Bonds
• Strip Bonds
• US Treasury Bills

Tax Advantaged Securities

• Flow Through Limited Partnerships
• Flow Through Shares

Alternative Investments

• Hedge Funds
• Private Equity Funds
• Structured Index Products
• Mortgage Investment Corporations
• High-Yield Specialty Trusts / Partnerships
• Real Estate Trusts / Partnerships

Accredited Investor Opportunities

• Public Venture Capital (PVC)
• Private Placements – Public Issuers
• Private Placements – Private Issuers (Pre-IPO)
• Early-Round Financings
• Emerging Mining + Resource Issuers
• Emerging Oil + Gas Issuers

Insurance – Through Integral Wealth Insurance Agents Limited

• Life Insurance
• Critical Illness Insurance
• Annuities
• Group Benefits
• Group RRSP’s
• Disability Protection

Account Types

• Cash Accounts
• Margin Accounts
• Option Accounts
• Fee-For-Service Accounts – Integrity Plan
• Registered Retirement Savings Plans (RRSPs)
• Registered Retirement Income Funds (RRIFs)
• Registered Education Savings Plans (RESPs)
• Tax-Free Savings Accounts (TFSA)