Independent Advisor Solutions provides unique answers for advisors, powering their portfolios and personal brand, with the goal of helping them simplify and scale their practice. It provides sub-advisory and marketing services for multi-asset model-based portfolios and offers an exclusive suite of investment funds designed to help diversify portfolios and enhance expected risk-adjusted returns for clients.
Independent Advisor Solutions Inc. is a wholly owned subsidiary of Wellington-Altus Financial Inc. and is registered as an investment fund manager and portfolio manager in Manitoba, Ontario, Newfoundland & Labrador, Québec and British Columbia.
*The content on this account is for informational purposes only and does not constitute investment advice. Please speak with a licensed advisor to assess suitability.
Company Details
- Employees
- 14
- Founded
- 2024
- Address
- Team At Blackrock. During The Call
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Independent Advisor Solutions Questions
Independent Advisor Solutions's website is https://independentadvisorsolutions.ca/
Independent Advisor Solutions's LinkedIn profile is https://www.linkedin.com/company/independentadvisorsolutions
Independent Advisor Solutions has
14 employees.
View email and phone details for 14
employees at Independent Advisor Solutions.
Independent Advisor Solutions's industry is
Financial Services
Independent Advisor Solutions's top competitors are
Team Asper Jdc West,
Scheherazade Hasan Wealth Coaching,
Richardson Wealth,
Highview Financial Group,
Advisor Solutions By Purpose,
Terracon Development,
Blues In Commerce,
Osprey Capital Partners Inc.,
Willit,
Wellington-Altus.
Independent Advisor Solutions's categories are Financial Services
Independent Advisor Solutions's founding year is 2024
