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Institutional-style investing
for private individuals

At T.E. Investment Counsel, our clients benefit from a customized asset allocation strategy, multi-manager and multi-style investment portfolios, and competitive pricing without sales fees. These benefits are available through two distinct investment platforms:

Direct management
Contract directly with institutional and high net worth investment managers who are screened and selected to work on your behalf. Your T.E. investment counsellor will actively monitor your portfolio to ensure that you remain on track with your objectives.

Pooled management
Participate in cost-effective investment pools through the Prosperity™ Investment Program. You'll have access to a pool of elite, institutional investment managers with continual portfolio oversight by your T.E. investment counsellor.

Click here to learn about our five-stage disciplined investment process.

Click here to contact us

About Prosperity™

The Prosperity Investment Program is a proprietary offering that lets private investors benefit from investment management services that are typically reserved for pension plans and other institutional investors.

As of April 15, 2014

Name Class O Class B
Prosperity Fixed Income Fund 11.0232 11.0111
Prosperity Canadian Equity Fund 15.6151 11.3245
Prosperity U.S. Equity Fund 11.2559 11.7539
Prosperity International Equity Fund 12.472 11.2933