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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.

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
 
1808, des Merles Street
Saint-Lazare (Quebec) Canada
J7T 0B7

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