Cougar Global Investments - An Enlightened Approach to Traditional Wealth Management

Actively Managed Global Asset Mix for Customized for Each Client

Cougar Global tailors a customized solution for each client and actively manages the asset mix in response to changing market conditions. Each client has specific financial goals in terms of principal protection and income requirements. Cougar Global accepts mandates for target rates of return (Minimal Acceptable Return - MAR) between 6% and 12%. Clients with the same MAR often have different investment horizons and risk tolerance depending on their age, employment status, marital status, etc. Cougar Global constructs an individual asset mix for each client taking all relevant factors into account, including home currency. Cougar Global optimizes clients’ assets in Canadian dollars, US dollars, pounds sterling, or euros. For further information on how Cougar Global provides investment services tailored for each client, please refer to the “Client Services” section.