Corex manages your portfolio on a discretionary basis, which means Corex manages your money on your behalf and you don't need to do anything. Corex monitors your portfolio on a daily basis and will rebalance it when necessary.
Should your risk tolerance or investment objective change, Corex may adjust your portfolio as needed.
If you want to review the portfolio you are invested in, please book a call through these Manzil-specific links to book a call with a registered Portfolio Manager from Corex:
For English: Please visit this link.
For French: Please visit this link.
Disclaimers:
Corex Financial Inc. ("Corex") offers wealth management products and services to Manzil customers. Corex Financial Inc. is a registered Portfolio Manager in each of the provinces and territories of Canada and as an Investment Fund Manager in the provinces of Alberta, Ontario, Newfoundland and Labrador, and Quebec. Assets in your Corex accounts are held with various custodians, each registered as an investment dealer with the applicable securities regulators. All custodians are members of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (CIPF). All trademarks are the property of their respective owners. Corex will determine what investments are suitable for you.
