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Nous disposons de ressources, comme notre \u00e9quipe de consultation<\/strong>, qui se sp\u00e9cialisent aupr\u00e8s des clients \u00e0 valeur nette \u00e9lev\u00e9e ayant des besoins complexes. Cette \u00e9quipe de strat\u00e8ges en gestion de patrimoine de notre si\u00e8ge social peut vous servir de source de r\u00e9troaction pour vos id\u00e9es et vous aider \u00e0 tirer parti des strat\u00e9gies d\u00e9j\u00e0 en place. Toutefois, la gestion des relations avec les clients et des actifs ne quitte jamais votre succursale. L\u2019\u00e9quipe de consultation peut fournir des conseils et des lignes directrices de la part d\u2019autres professionnels, comme des CPA et des avocats, qui font partie de votre \u00e9quipe.<\/p>\n Voici quelques sujets courants que l\u2019\u00e9quipe de consultation peut aborder :<\/p>\n Les Portefeuilles Guid\u00e9s Edward Jones\u1d39\u1d30<\/span><\/strong> sont un programme \u00e0 honoraires non discr\u00e9tionnaire qui repose sur une strat\u00e9gie bien pens\u00e9e, des lignes directrices structur\u00e9es en mati\u00e8re de placement et un processus d\u2019examen d\u00e9fini et r\u00e9gulier pour aider les clients \u00e0 garder le cap sur leurs objectifs financiers \u00e0 long terme. Les repr\u00e9sentants en services financiers aideront les clients \u00e0 \u00e9tablir l\u2019ordre de priorit\u00e9 de leurs objectifs financiers, \u00e0 construire un portefeuille et \u00e0 \u00e9laborer une strat\u00e9gie de placement qui sont adapt\u00e9s \u00e0 ces objectifs, et \u00e0 effectuer des examens r\u00e9guliers pour s\u2019assurer que les clients restent sur la bonne voie, peu importe les changements qui se produisent dans leur vie.<\/p>\n Pour les investisseurs qui cherchent \u00e0 prendre du recul par rapport \u00e0 leurs d\u00e9cisions de placement quotidiennes, le Programme de portefeuille Edward Jones\u1d39\u1d30<\/span><\/strong> peut aider les clients \u00e0 atteindre leurs objectifs de portefeuille \u00e0 long terme. Il s\u2019agit d\u2019un programme de placement g\u00e9r\u00e9 complet qui combine une strat\u00e9gie de placement personnelle et une gestion de portefeuille professionnelle dirig\u00e9e par un gestionnaire d\u2019actif d\u2019envergure mondial, SEI, afin que les objectifs de portefeuille des clients puissent \u00eatre atteints. Les d\u00e9cisions de placement cruciales, comme la r\u00e9partition strat\u00e9gique de l\u2019actif, la construction du portefeuille, la surveillance continue du portefeuille et le r\u00e9\u00e9quilibrage, sont confi\u00e9es \u00e0 des professionnels des placements afin que les clients puissent avoir le temps de se concentrer sur ce qui est important pour eux. [av_textblock size=\u00a0\u00bb font_color=\u00a0\u00bb color=\u00a0\u00bb custom_class=’pb40′]<\/p>\n Rentes en service REEE<\/p>\n Actions ordinaires<\/p>\n Obligations REER\/FERR Assurance vie Consid\u00e9rations successorales R\u00e9gimes de retraite \u00c9quipe de consultation [\/av_textblock]<\/p>\n [\/av_three_fourth][av_one_fourth min_height=\u00a0\u00bb vertical_alignment=’av-align-top’ space=\u00a0\u00bb margin=’0px’ margin_sync=’true’ padding=’0px’ padding_sync=’true’ border=\u00a0\u00bb border_color=\u00a0\u00bb radius=’0px’ radius_sync=’true’ background_color=’#fde57f’ src=\u00a0\u00bb attachment=\u00a0\u00bb attachment_size=\u00a0\u00bb background_position=’top left’ background_repeat=’no-repeat’ animation=\u00a0\u00bb mobile_display=\u00a0\u00bb custom_class=’search-widget search-widget-vertical’]<\/p>\n [av_sidebar widget_area=’Home – fr-CA Under banner Job Search Widget ‘]<\/p>\n [\/av_one_fourth] [av_section min_height=\u00a0\u00bb min_height_px=’60px’ padding=’no-padding’ shadow=’no-border-styling’ bottom_border=’no-border-styling’ bottom_border_diagonal_color=’#333333′ bottom_border_diagonal_direction=\u00a0\u00bb bottom_border_style=\u00a0\u00bb id=\u00a0\u00bb<\/p>\n","protected":false},"author":1415,"featured_media":0,"parent":19291,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"_acf_changed":false,"pgc_meta":"","footnotes":""},"persona":[],"class_list":["post-19367","page","type-page","status-publish","hentry"],"yoast_head":"\n\n
Portefeuilles Guid\u00e9s Edward Jones\u1d39\u1d30<\/span><\/strong><\/h3>\n
Programme de portefeuille Edward Jones\u1d39\u1d30<\/span><\/strong><\/h3>\n
\n[\/av_textblock]<\/p>\nOffre de produits<\/h3>\n
Rentes<\/h4>\n
\nCPG assurance
\nFonds distincts<\/p>\nR\u00e9gimes de retraite collectifs<\/h4>\n
\u00c9pargne-\u00e9tudes<\/h4>\n
Placements en actions<\/h4>\n
Fonds n\u00e9goci\u00e9s en bourse<\/h4>\n
Placements en titres \u00e0 revenu fixe<\/h4>\n
\nCertificats de placement garanti (CPG)<\/p>\nComptes de retraite<\/h4>\n
\nCompte d\u2019\u00e9pargne libre d\u2019imp\u00f4t (CELI)
\nCRI\/FRV<\/p>\nAssurance<\/h4>\n
\nAssurance de soins de longue dur\u00e9e
\nAssurance invalidit\u00e9
\nAssurance contre les maladies graves<\/p>\n<\/div>\n<\/section>\n<\/div>\nFonds du march\u00e9 mon\u00e9taire<\/h4>\n
Compte d\u2019\u00e9pargne \u00e0 int\u00e9r\u00eat \u00e9lev\u00e9 (CEIE)<\/h4>\n
Fonds communs de placement<\/h4>\n
Outils<\/h4>\n
\nCalculateurs financiers
\nProgrammes de formation \u00e0 l\u2019intention des investisseurs
\nAcc\u00e8s au compte en ligne
\nExamens de r\u00e9gimes
\nRecherche sur les portefeuilles et la retraite<\/p>\n\n
\nTransferts et regroupements
\nSolutions d\u2019\u00e9pargne, de d\u00e9penses et d\u2019emprunt
\nPlacements syst\u00e9matiques<\/p>\nServices<\/h4>\n
\nPortefeuilles Guid\u00e9s Edward Jones\u1d39\u1d30<\/span><\/strong>
\nProgramme de portefeuille Edward Jones\u1d39\u1d30<\/span><\/strong><\/p>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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