Accounts and Investment Options
Agora’s annual account fees are the lowest in the industry with Prime+ at $0 and Prime at only $12.00. We offer the full slate of account types to meet the financial and retirement savings, investment and income needs of Canadian investors.
- Non-Registered Investments
- Registered Retirement Savings
- Tax Free Savings
- Registered Education Savings
- Registered Retirement Income Options
- First Home Savings Account
Capitalize on the pinnacle of investment management. Crafted by seasoned independent portfolio consultants — licensed Portfolio Managers — Managed Solutions harness the power of award-winning funds handpicked from Canada’s top fund companies.
When building each solution, the portfolio consultant delves into markets, sectors, and asset classes with precision, seizing every opportunity for growth and the attention to detail doesn’t stop there. Fund selections are then weighted to harmonize with the target risk profile, overseen by the vigilant portfolio consultant. This unwavering attention ensures that investments consistently align with client objectives across all risk profiles, while staying compliant with KYC guidelines.
Unlike conventional investment models and portfolio funds, Managed Solutions provide clients with a direct view into underlying funds. Witness transparency at its finest as each fund holding is meticulously detailed on statements, including all rebalancing transactions when required.
♦ No annual account fee ♦ Automatically rebalanced ♦
♦ Competitive portfolio fee ♦ Transfer fee reimbursement program ♦
Each Managed Solution is built and managed on Agora’s Turnkey Asset Management Platform (TAMP), a pivotal technological innovation behind achieving optimal asset allocation for every client account, irrespective of the asset level.
Client Benefits
Crafted with precision, Managed Solutions are engineered to help investors achieve financial goals well beyond chasing gains. Designed to navigate ebbs and flows in the market, the goal is to ensure investors stay on track. The approach is all about believing in the enduring success story, not getting bogged down by momentary blips on the radar.
At the heart of our approach lies simplicity with a purpose. Rather than pursue the latest trend, the portfolio consultants embrace a strategy that prioritizes owning broad asset classes. By keeping the construction straightforward and focused on the fundamentals, they ensure a client’s investments are primed for sustained growth over the long haul and prepared for downside risk protection.
Diversified Options
The rich diversity of each solution is amplified by a curated array of options tailored to suit the distinctive needs of clients and accommodate the preferences of every advisor. Within each solution, we offer five specific models crafted to align with client risk profiles spanning from Conservative to Aggressive Growth.
TEMPO
◆ Range of options at competitive price points
INDEPENDENT
◆ Actively managed with the opportunity to outperform market indices
PROVIDENCE
◆ Slightly higher exposure to U.S. equities, plus expanded fund selection
VELOCITY
◆ Low-cost, passively managed with slightly higher exposure to U.S. equities
ESG
◆ For investors seeking to make a difference through their investments
Advisor Benefits
Experience the unparalleled efficiency of a single ticket purchase, digital onboarding, and hands-off automated rebalancing. Our advisor portal streamlines every step of the journey. No more hassle, no more wasted time – just seamless progress. Spend more time engaging with clients and less on administrative tasks and monitoring funds, fostering stronger client relationships and bolstering referability.
But efficiency is just the beginning. Effortlessly navigate regulatory demands through integrated KYC documentation and client risk assessments that are seamlessly woven into the fabric of the platform. In addition, easily stay on top of Know Your Product (KYP) obligations through our comprehensive quarterly reporting package on each solution, ensuring you stay informed and compliant without missing a beat.
Don’t settle for average. Join the ranks of top-performing financial advisors who are revolutionizing the industry and delivering unparalleled value to their clients.
Via greater portfolio oversight (e.g., rebalancing, shifting out poorly performing products) and expanded product access.
With Prime you can effectively manage client accounts with unparalleled efficiency and flexibility for your business.
Say goodbye to nominee accounts that cost your clients, limit your options and are expensive to leave. Bid farewell to the hassle of juggling numerous client-name accounts at multiple fund companies, stealing precious time away from talking to clients.
Future proof your practice
Significant regulatory change is under way. It is anticipated that client name will be phased out. Prime isn’t just an option; it’s the game-changer you’ve been waiting for. Don’t fall for the misconception that you have to choose between client name and nominee.
Prime allows you to hold all client holdings in one account, and as an intermediary account offers the portability of a client name account.
Prime brings with it seamless digital client onboarding and intelligently assembled document packages for e-signatures within Agora’s secure portal. Through an intuitive interface, you deliver clients a singular, secure, and consolidated view of all their holdings with Agora, coupled with chat-style functionality for streamlined communication.
Prime has rewritten the rules, opening the door to growth for your practice and a dramatically improved client experience.
Prime rises above the rest
