Innovative program from Invesco Trimark helps advisors plan across ages and stages

    TORONTO, Aug. 12 /CNW/ - Combining its powerful line-up of advisor
support and resources with new must-have tools and functionality, Invesco
Trimark today announces the launch of AdvisorInc, an easy-to-use comprehensive
online wealth management program.
    AdvisorInc enables financial advisors nationwide to help their clients
create, grow and preserve their wealth, maximize their financial potential and
leave a legacy by providing a holistic approach to wealth management.

    Highlights of AdvisorInc include:

    -   Specialized tools and calculators advisors can use to develop robust
        financial plans for their clients
    -   Links to Invesco Trimark's complete array of products and services,
        including in sync and Portfolio Sense
    -   Research, articles and other literature to help advisors gain a
        deeper understanding of their clients' unique needs
    -   Tax and estate materials, and expert guidance on such topics as
        retirement, income protection and tax-efficient investing to round
        out clients' wealth plans

    Advisors can access AdvisorInc by logging onto
    "AdvisorInc offers a truly integrated approach to wealth planning that
allows advisors to see the big picture of their clients' finances along with
insights on generational attributes and values," said Peter Intraligi,
President and Chief Operating Officer of Invesco Trimark. "Designed to give
advisors an edge over the long term, the program emphasizes relationship
building and communicating with new and existing clients in ways that
    To establish the program's parameters and assist advisors in
understanding and interacting more effectively with their clients, Invesco
Trimark sponsored the seventh-annual Advisor's Edge 2008 Dollars and Sense
Survey of more than 1,000 Canadian investors and advisors. The survey revealed
that advisors today can be faced with a client base that spans as many as four
generations. Distinctions between age cohorts range from people's ability to
save money to their preferred method of communication. In addition to these
findings, a client's financial phase - whether accumulation, transition or
retirement - can also influence such areas as their openness to risk and
appetite for certain investment solutions.

    Invesco Trimark Ltd. is one of Canada's largest investment management
companies, with approximately C$28.3 billion(*) in assets under management. A
subsidiary of Invesco Ltd., Invesco Trimark offers a diversified suite of
investment solutions to institutions, organizations, companies and individual
investors across Canada and around the world. Invesco Ltd. is a leading
independent global investment management company, dedicated to helping people
worldwide build their financial security. By delivering the combined power of
our distinctive worldwide investment management capabilities, Invesco provides
a comprehensive array of enduring investment solutions for retail,
institutional and high net worth clients around the world. Operating in 20
countries, the company is listed on the New York Stock Exchange under the
symbol IVZ. Additional information is available at

    (*) As at June 30, 2009

For further information:

For further information: Aysha Mawani, Vice President, Corporate
Affairs, Tel: (416) 324-7712,

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