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*Closed to new investments
Pooled Funds
Our pooled funds relieve investors of the complexities of buying and selling directly owned securities. Minimum asset size of $3 million per family can include both RRSP and investment assets. Burgundy pooled funds feature:
Lower management fees
Lower expenses
No sales or redemption charges
Segregated Accounts
Assets of $5 million or more can be managed on specialty equity or balanced basis if needs are not met using pooled funds.
