Independent Advisor Solutions
Financial Services
Team at Blackrock. During the Call
14 employees
- Employees
- 14
- Contacts
- 3
- Emails
- 3
Independent Advisor Solutions Overview
- Headquarters
- Team at Blackrock. During the Call
- Website
- independentadvisorsolutions.ca
- Industry
- Financial Services
- Employees
- 14
- Founded
- 2024
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Independent Advisor Solutions
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.
Independent Advisor Solutions Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Independent Advisor Solutions Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Michael Lindblad | Supporting Top Advisor Teams and Their | Whitby, Ontario, Canada |
Email
|
| Jon Kilfoyle, Cfa | Executive Vice-president, Investment | Winnipeg, Manitoba, Canada |
Email
|
| Graeme Cooper | Experienced Financial Services Leader | Toronto, Ontario, Canada |
Email
|
| David Wilson | Senior Vice-president, Operations |
View
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
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