Account Size and Types

Account Size

We welcome accounts with a minimum to invest of $500,000.

The minimum account threshold may be based on portfolios on a house-hold basis provided that all portfolios are managed as a single account by Panoply.

As an example, you and your spouse may have a number of cash and registered portfolios which total over $500,000. Panoply will manage and report on these portfolios on an aggregated basis even though they remain separate in your respective names at your discount broker.

Account Types

We manage a range of account types for Ontario residents including: Cash, RRSP, LIRA, RRIF, RESP and TFSA.