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Managed investing

Grow your business and your profits with the help of a Gulf & Fraser advisor 


Let’s put your business’s profits to work

Get your money working harder for your business. Whether you’re aiming for expansion, retirement, increased cash flow or long-term stability, our advisors can create a portfolio that suits your business’s unique financial goals.


Why use managed investing?

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Free planning advice

Save on taxes so you keep more money in your business. Our advisors work with you on smart strategies to minimize your business’s tax liabilities and maximize after-tax profits.

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Goal-focused investment

Whether you’re saving for business expansion, retirement or another milestone, we’ll design an investment portfolio that helps you reach your business goals on time.

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Time savings

Tracking markets, analyzing data and making strategic investment decisions for your business takes time and energy. Let our advisors handle your business’s investment strategy so you can invest your valuable time in running and growing your business.

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Personalized support

Enjoy personalized service and support from advisors who understand the unique challenges and opportunities businesses face. Make informed decisions with their knowledge and experience in your corner.

Explore managed investing

Our advisors take the time to get to know you and your business. They create an investment strategy tailored to your financial goals and responsive to your changing needs. We handle the daily work of managing your business’s investments—growing your wealth while you grow your business.

  • Customized investment portfolio focused on achieving your business’s financial goals

  • Regular monitoring and adjusting to make sure your investments stay in line with your goals and your risk tolerance

  • Smart risk management and diversified investments to protect your business finances

  • Personalized advice every step of the way

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Ready to set up managed investing for your business?

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Chat with an advisor

Book an appointment

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Visit a branch

Find a branch

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Call our Member Hub

Call 604-419-8888


Boost your business finance know-how

How do I get commercial lending?

Securing commercial lending for your business takes careful planning. Whether you want to expand your operations, upgrade your technology or start a land development project, we’ve got the tools and expert advice to help propel your business forward.


Get advice on the go

Life gets busy, but don't let that stop you achieving your goals. Whether you’ve got $50 or $50,000, we want to help power your possible – and we'll come to you to do it.

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Managed investing FAQ

Managed investing is when a professional investment manager or financial advisor manages your business’s investments for you. These advisors handle the day-to-day work of managing the business's investment portfolio, making investment decisions that align with the business’s financial goals. Those goals often involve maximizing profits, managing risk and minimizing taxes.

With a managed account, your business owns and controls an account and the assets in the account, while an investment professional manages those assets for you. As the account owner, you can see everything in the account and make changes easily. 

A managed fund is sometimes called a pooled fund because a professional advisor pools money from multiple investors and invests the money together. As an investor in a managed fund, you don’t own the assets directly. Instead, you have indirect ownership of the assets—through shares or units in the fund. Managed funds often provide great diversification but offer less transparency than a managed account. A mutual fund is one example of a managed fund. 

The choice between managed funds and exchange-traded funds (ETFs) depends on your business’s goals and preferences.

ETFs are pooled investments similar to mutual funds, where multiple individual securities tracking a specific index live under one umbrella. They typically have lower fees and are traded daily, which makes them a great option if you’re a cost-conscious business that needs more access to your funds.

If you want your business’s investments professionally managed so you can be less hands-on, then managed funds could be a good choice. They could also be a good fit if you’re looking for lower-risk options, since managed funds offer more diversification than ETFs.

Investment management fees for businesses depend on factors like how much your business is investing, how complex your investment strategy is and the specific services you use. Connect with one of our advisors to learn more about how we handle your assets under management (AUM) and associated investment management fees.

Have more questions?

Don’t hesitate to reach out. We’re just a live chat, video, or phone call away when you need us.

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Other business tools you might want

Business credit cards

Simplify and manage your corporate expenses with Gulf & Fraser credit cards.

Business lines of credit

Instant access to funds you need, when you need them. Manage daily operations and seize new opportunities with ease.