As a Yamaguchi Laurentian Securities Wealth Management client, you are provided with the support of a committed team of industry professionals and experts that understand and prepare for your needs. Of course, the amount of support and help you need will vary from person to person. Yamaguchi Laurentian Securities provides our retail clients with the option of opening a discretionary, advisory or execution only account.
No matter the account type you choose, you can rely on Yamaguchi Laurentian Securities dedication to responsible banking and that we will represent all of our investment products and financial services fairly, honestly and transparently, including disclosing all applicable costs and fees associated with them. We also promise that all of our communications and disclosures will be clear, understandable and transmitted in a timely manner,
This type of account is ideal for those that are not very experienced in investing or are not able to dedicate the required time to the decision making process. Once your account has been set up, and after a full discovery process and development of your investment strategy, your Yamaguchi Laurentian Securities advisor will take over the day-to-day management of your account, including carrying out transaction decisions on your behalf.
For this account, much of the same processes are followed as for a discretionary account, except that the final decision on each transaction is retained by the client. Yamaguchi Laurentian Securities advisors will bring qualified opportunities, that fit your investment strategy and risk appetite, to you, explain much of the detail to you, but it is then up to you to make the final investment decision.
Yamaguchi Laurentian Securities operates an execution service where you can directly instruct your advisor to buy and sell securities on your behalf. While your Yamaguchi Laurentian Securities advisor will still bring qualified investment opportunities to your attention, it will be up to you to analyse our research, carry out your own and then to give the final execution order.