Investment management

By: Provisus Wealth Management  03-01-2013
Keywords: wealth management, portfolio management, Financial Investing

  Provisus enables independent financial advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms to offer clients SMA (customized stock and bond portfolios), ETF portfolios, Institutional mandates and corporate class pooled funds.

Keywords: Financial Investing, portfolio management, portfolio management, SMA, ETF, funds, customized account, investment portfolio, wealth management,

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Other products and services from Provisus Wealth Management

03-01-2013

Separately Managed Accounts

  Provisus Wealth Management Limited was founded to provide independent advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms with the opportunity to be able to compete in the fast growing separately managed accounts business and offer clients managed customized stock and bond portfolios, ETF portfolios and corporate class pooled funds.


Investment services - Separately Managed Accounts, ETFs, Corporate Class Pooled Funds from Provisus Wealth Management thumbnail
11-05-2011

Investment services - Separately Managed Accounts, ETFs, Corporate Class Pooled Funds

 Provisus’ team of portfolio managers get an understanding of each client’s constraints and wishes through a questionnaire and construct an unique portfolio to meet the client’s current and future needs. Benefits include the impartiality of a multi manager approach; potential tax deductible fees in non registered accounts; tax loss selling opportunities; an all inclusive fee structure; tailor made portfolios specifically designed for each client; and professional money management usually on