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Wealth Management for Foundations and Endowments

No matter what your organization’s objectives, The Smith Group* has the business acumen and experience to provide wise counsel and concierge-level services. As well, our team has a solid track record of capital conservation and enhancement, cash flow management and the strategic investment of organization assets.

Blackmont Capital Inc. (BCI) is an independently operated subsidiary of CI Financial Income Fund. With CI as our parent company, Blackmont has an enviable position in the industry. We have access to the substantial financial resources of one of the country’s largest financial companies.

Our Goal

Our goal is to provide you with superior long-term results within the context of your organization’s risk tolerance and in keeping with our service excellence commitment. Key components of our service include our consistent methodology and our above-and-beyond due diligence.

Best-In-Class Services

• Customized asset allocation
• Cash flow planning
  • Cash flow analysis, structure, recommendation and implementation
  • Corporate cash flow management
  • ETFs
• Tax minimization strategies
• Online Access
  • Envoy — Live 24/7 Internet access to account information, market data, news and investment research
  • Electronic monthly statements

Best-In-Class Products

Equity investments

• Equity and preferred share instruments from all major North American exchanges
• Open and closed end mutual funds
• Investment pools and structured products
• Equity linked notes
• Options

Canadian and US fixed income and money market instruments

• Government guaranteed bonds
• Canada and Ontario Savings Bonds (CSBs and OSBs)
• Strip bonds
• Commercial paper
• Treasury bills and bankers’ acceptances
• Corporate bonds
• Mortgage backed securities
• Guaranteed Investment Certificates (GICs)

Alternative Investments

• Hedge funds
• Income trusts
• Managed futures
• Real Estate Investment Trusts (REITs)
• Principle guaranteed notes

 
The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect to any person’s specific circumstances.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.