The Turnkey Solution That Transforms Your Practice.
Proprietary portfolio builder tool for advance analysis and smooth service delivery.
Outsourced CIO is delivered entirely using the proprietary Fund IQ and S-Trader technology.
Education and continuing education courses to elevate your knowledge.
Extensive educational resources to augment your knowledge and help you earn CE credits for your registration requirements.
Over 110 ratios and indicators measured over twenty time frames and 3 periodicities.
Unique opportunities to build portfolios based on any criteria weighted exactly as desired.
Important market updates from our PM group.
Market forecasts from and roundtables with our entire PM group meant to keep you up-to-date with important market developments.
Risk parity, Sharpe ratio, active risk and many other available optimizations.
Optimizations and fine tunings designed to give your model portfolios the very flavors you desire.
Capitalize on the pinnacle of non-discretionary investment management crafted by our seasoned Portfolio Managers and quant analysts to harness the power of award-winning funds handpicked from Canada’s top fund companies.
Unlike conventional investment models and portfolios of funds, our non-discretionary model portfolio solutions provide clients with a direct view into underlying funds. Witness transparency at its finest as each fund holding is meticulously detailed on statements, including all rebalancing transactions when required.
All our model portfolios, including those customized to fit exact client requirements, follow the risk categorization mandated by the regulators (CIRO and the provincial securities commissions).
