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Canadian equities

Since 1995

Balanced portfolios

Since 2005

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FAQ


Asset security

Is AA&A registered with the Autorité des Marchés Financiers (AMF)?
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Are client portfolios held at AA&A?
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How are my assets protected?
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Management

What are AA&A’s management fees?
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How long has the firm been in business?
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What role do the managers play at AA&A?
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What role does the broker/trustee play?
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What do you mean by discretionary management?
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How can I invest with AA&A? What are the steps?
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Is there a minimum amount required to open an investment account at AA&A?
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Which types of account are managed by AA&A?
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Can I access my account?
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What is the procedure to deposit or withdraw from my account?
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How often can I meet and converse with the managers?
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Are the management fees income-tax deductible?
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Can I use a broker other than RBC Dominion Securities or NBIN?
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Strategy

What is AA&A’s investment philosophy?
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Does AA&A invest in fixed-income products?
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What is AA&A’s procedure?
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Who makes the decisions at AA&A?
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Do the managers invest in the same stocks as their clients?
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Are tax implications taken into account in the asset management?
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If you have a question to which you didn't find the answer in this FAQ, please feel free to use the fields on the left or to e-mail us.