The Portfolio Management (PM) team at Corex will be able to offer general guidance based on your financial situation, including your investments, the market outlook, and how Corex can assist in achieving your goals.
In order to provide this type of guidance, the Portfolio Manager needs to have an understanding of your individual situation, including:
- Your financial situation (income, assets, debts)
- Your risk tolerance
- The time horizon for your goal(s)
- Your knowledge of investing
These questions are addressed as part of the sign-up process.
Since this information is required to hold a call with a Portfolio Manager, you should complete the sign-up process before scheduling a call.
If I sign up, do I need to invest with Corex?
No – completing the sign-up process and creating an account does not mean you are obligated to invest with Corex. You can keep your account open without making any investments and invest at your own pace when you are ready. There is no commitment to invest at any time.
There are no inactivity fees on open accounts with Corex. You are only charged based on assets under management.
What if I still have questions?
For any further questions, please reach out to the Corex support team. Corex can assist with any inquiries and direct you to book a call with a Portfolio Manager if needed.
Disclaimers:
This article provides general information on the sign-up process and the availability of Portfolio Managers. For specific inquiries related to investment accounts or to initiate registrable activities, please contact Corex support.
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.
