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Special offer

Alizé Capital is thrilled to offer for free the Extract Portfolio Evaluation service*.

If you have these questions that remain unanswered, we can help you.

• What is the true realized return on my investments this past year?

• How much did I pay in various fees to hold these investments?

• What is my true level of diversification and the overall risk of my portfolio?

Don’t wait, profit from our expert assessment of your current portfolio!

No matter at what financial institution your assets are, our Extract Analysis Report will evaluate the true returns or your current mutual funds, guaranteed investment funds and other securities. We will present to you in a clear upfront way all your management fees, guaranteed costs and other miscellaneous hidden fees that are often buried, or misunderstood. In the same process, we will also reveal the true nature of your overall incurred risk and diversification level**.

Take advantage of this special offer now, allow us to let Extract bring to light the true current state of your portfolio!

Contact us for a free assessment with no obligations*.

* Some fees of $129 may be applicable, all depending of the complexity level of the evaluation.
** There may be some exceptions for particular asset classes.

Press

2024 | Winter - Market Commentary - Winter 2024 (view publication)

2024 | October - Press Release - October 2024 (view publication)

2024 | July - Navigating the Trade Winds - July 2024 (view publication)

2024 | January - Navigating the Trade Winds - January 2024 (view publication)

2023 | July - Navigating the Trade Winds - July 2023 (view publication)

2023 | January - Navigating the Trade Winds - January 2023 (view publication)

2022 | October - Navigating the Trade Winds - October 2022 (view publication)

2022 | July - Navigating the Trade Winds - July 2022 (view publication)

2022 | January - Navigating the Trade Winds - January 2022 (view publication)

2021 | July - Navigating the Trade Winds - July 2021 (view publication)

2021 | January - Navigating the Trade Winds - January 2021 (view publication)

2020 | October - Navigating the Trade Winds - October 2020 (view publication)

2020 | July - Navigating the Trade Winds - July 2020 (view publication)

2020 | April - Navigating the Trade Winds - April 2020 (view publication)

2020 | January - Navigating the Trade Winds - January 2020 (view publication)

2019 | October - Navigating the Trade Winds - October 2019 (view publication)

2019 | July - Navigating the Trade Winds - July 2019 (view publication)

2019 | April - Navigating the Trade Winds - April 2019 (view publication)

2019 | January - Navigating the Trade Winds - January 2019 (view publication)

2018 | October - Navigating the Trade Winds - October 2018 (view publication)

2018 | July - Navigating the Trade Winds - July 2018 (view publication)

2018 | April - Navigating the Trade Winds - April 2018 (view publication)

2018 | Janvier - Navigating the Trade Winds - January 2018 (view publication)

2017 | October - Navigating the Trade Winds - October 2017 (view publication)

2017 | July - Navigating the Trade Winds - July 2017 (view publication)

2017 | April - Navigating the Trade Winds - April 2017 (view publication)

2017 | January - Navigating the Trade Winds - January 2017 (view publication)

2016 | October - Navigating the Trade Winds - October 2016 (view publication)

2016 | July - Navigating the Trade Winds - July 2016 (view publication)

2016 | April - Navigating the Trade Winds - April 2016 (view publication)

2016 | Janvier - Navigating the Trade Winds - January 2016 (view publication)

2015 | October - Navigating the Trade Winds - October 2015 (view publication)

2015 | July - Navigating the Trade Winds - July 2015 (view publication)

Special offer

Contacts

Montreal Area: 514.595.3503

Quebec Area: 418.780.4440

Toll Free: 1.855.595.3503

1250, Blvd. René-Lévesque West, Suite 2200
Montreal (Quebec) Canada
H3B 4W8

2828 Boulevard Laurier, Suite 700
Quebec (Quebec) Canada
G1V 0B9