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The Investment Policy Statement


For investment counsellors, the Investment Policy Statement is the cornerstone of the client investment strategy. The Investment Policy Statement is the personal connection between you, your portfolio, and Cardinal. The Investment Policy Statement is your instruction to us about the management of your money.

All investment portfolio activities are based on the Investment Policy Statement which is developed for each client individually based on their overall financial position; short- and long-term financial needs and goals; and risk tolerance.

Over time, as your circumstances change, we will work with you and your advisor to ensure that your Investment Policy Statement accurately reflects your financial and personal situation.