Phillips, Hager & North (PH&N) Thursday announced the launch of its new brand for its direct-to-investor business.

PH&N Investment Services offers low-fee funds, personalized service and advice, and online tools designed to help investors to build and manage a portfolio tailored to their needs.

“Canadian investors have typically chosen between a discount brokerage and a full service advice offering, but for some these options may not best suit their needs,” says Mark Neill, head of PH&N Investment Services.

“We bring something different to the marketplace — our service is ideally suited for fee-conscious investors who are looking to manage and maintain their own investments but also want the comfort of professional advice when they need it.”

Investors can now choose amongst the full range of PH&N Funds and RBC Funds, in both cases accessing Series D units that offer direct-to-investor pricing, no loads and no transaction fees. Series D units of PH&N Funds and RBC Funds have some of the lowest fees of all actively managed mutual funds in Canada. “We believe that investors who manage their own investment portfolios should pay lower fees as a result,” says Neill.

To complement the advice provided by PH&N investment funds advisors, a suite of new online tools is available to help investors compare investment options and customize their portfolios to meet their needs. The new tools include an investor profiler, portfolio builder module and an MER comparison calculator.

The tools are available to the public at www.phn.com
IE