Provisus enables independent financial advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms the ability to offer clients Separately Managed Accounts (customized stock and bond portfolios), ETF portfolios, Institutional mandates and corporate class pooled funds.
Our core service is constructing and managing investment portfolios customized to each client’s unique needs. Clients from across Canada can benefit from a tax-efficient, tailor made investment portfolio.
A team of registered portfolio managers will get an understanding of the client’s objectives and constraints through a questionnaire filled out by the client. From this we create, build and execute a portfolio of stocks and bonds tailored to their current and future needs.
Provisus is unique in the market in that it is an impartial provider of investment services working with over a dozen money managers to ensure the portfolio is best suited for each client. It integrates the investment expertise of top-ranked asset managers, screened by our comprehensive quantitative and qualitative processes, to provide clients with beneficially owned equity and fixed income portfolios.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 18 King St. East, Toronto,on M5c 1c4,canada
- Phone
- +1 800-988-5608
- sa****@****isus.ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- provisus.ca
- Keywords
- Customized stock and bond portfolios, ETF portfolios, Corporate Class pooled funds, Institutional mandates.
- HQ
- Toronto, ON
Provisus Wealth Management Questions
Provisus Wealth Management's helpline number is +1 800-988-5608
Provisus Wealth Management's website is provisus.ca
Provisus Wealth Management's LinkedIn profile is https://ca.linkedin.com/company/provisus-wealth-management
Provisus Wealth Management has
11 employees.
View email and phone details for 11
employees at Provisus Wealth Management.
Provisus Wealth Management's industry is
Financial Services
Provisus Wealth Management's top competitors are
Jtc Innovative Products,
Northwest Atlantic (Canada) Inc. Brokerage,
Valeriote Professional Services,
Rowland Lahey Financial,
Koolspace,
Gomax,
Foyston, Gordon & Payne Inc.,
Dawson Partners,
Ia Private Wealth,
Margowealth.
Provisus Wealth Management's support email address is salesandservice@provisus.ca
Provisus Wealth Management's categories are Financial Services
Provisus Wealth Management's founding year is 2007
