Wealth Management Continuum
In 2000, AGF extended its range of investment products and services to meet the needs — and reach the dreams — of investors at every stage of their lives. This driver remains a key strategic thrust as we ride the wave of demographic and economic change.
Whether clients invest in their first mutual fund at age 20, or earn their first million at 62, our goal is to work with advisors and investors throughout their investment lives. We are looking to respond more effectively to their needs as they pass through various life stages, and to retain these assets over a lifetime.
With 77 mutual funds, the AGF Harmony wrap program and AGF Private Investment Management, AGF has put in place the key products along the wealth management continuum. During 2000, AGF strengthened these links on the
continuum with strategic acquisitions and product development.
In addition to the most broadly diversified line-up of mutual funds of any company in Canada, AGF Harmony was improved with the introduction of two new investment pools and an automatic rebalancing service.
The acquisition of Montreal-based Magna Vista, with $1.6 billion in assets under management, brings new resources to AGF Private Investment Management and provides an important presence in the Quebec market. In the global high-net-worth arena, we increased our ownership stake in U.K.-based NCL to 38.3 per cent, which will rise to approximately 44 per cent in 2002.
Through 2001, AGF will work with financial advisors to advance our capabilities at each stage of the wealth management continuum.
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