Provisus Wealth Management

Provisus Wealth Management company information, Employees & Contact Information

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
Email
sa****@****isus.ca
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Toronto, ON
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