Contact us to take the first steps towards growing your capital for the medium to long term.
Asset management service
Account Types
RRSP, TFSA, LIRA, RRIF, and non-registered accounts.
Province of residence
Quebec, Ontario, Alberta & British Columbia.
Minimum investment
$250,000 for individuals and corporations
Risk tolerance
Risk tolerance
Investors with a medium-high and above risk tolerance.
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Investment Horizon
Mid-Long term investment.
Suitability
A portfolio manager assesses the suitability of the approach to the client profile.
Purchase and redemption of units
Fund Valuation
Last business day of the month. This is the transaction date.
Additional charges
No administrative fees, commissions, or transaction fees.
Redemption
No minimum holding period, one month's notice required.
Communication
Statements
Monthly statements, annual reports, and tax documents are issued by CIBC Mellon.
Annual meeting
The portfolio is presented to clients at an annual event in Montreal and Quebec city.
Letters & financial statements
Letters to clients and the Fund's financial statements are sent out twice a year.
Steps to become a client
Initial call
A
Contact us.
A team member will summarize the important information.
Call with a manager
B
Meet with a manager.
A portfolio manager will present Barrage to you in detail and answer your questions
Account opening call
C
Open your file.
A Portfolio Manager will collect your information, confirm the convenience and have you sign the documents.