A distinctive hybrid strategy merging the renowned PHO and Wealth Management advantages into one exclusive programme. With a one-time investment, investors unlock the full spectrum of co-ownership benefits within the PHO portfolio. Simultaneously, clients gain privileged access to a highly skilled wealth management team, offering tailored guidance and asset management to meet their specific needs and expectations.
What distinguishes this innovative programme is its unparalleled flexibility, providing a year investment term with a substantial potential return of up to 20%. Investments are managed meticulously through a secure trust account with CIBC (Canadian Imperial Bank of Commerce), ensuring the utmost financial privacy and security.
This programme extends the invaluable advantage of tax exceptions, aligning with a tax-efficient investment strategy for investors. With features such as the Capital Protection Programme, insurance rental income payment, and exclusive holidays at Sagana Collection, offering comprehensive benefits and securing financial prosperity and elevated lifestyle getaways.