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.
View Top Employees from Provisus Wealth ManagementWebsite | http://www.provisus.ca |
Revenue | $2 million |
Employees | 11 (11 on RocketReach) |
Founded | 2007 |
Address | 18 King St. East, Toronto, Ontario M5C 1C4, CA |
Phone | (416) 933-1111 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 4 Million |
Keywords | Tsx 60 Vs S, Provisus, S, Provisus Wealth Management, Tsx Vs S |
SIC | SIC Code 672 Companies, SIC Code 67 Companies |
NAICS | NAICS Code 525 Companies, NAICS Code 52591 Companies, NAICS Code 52 Companies, NAICS Code 5259 Companies |
Looking for a particular Provisus Wealth Management employee's phone or email?
The Provisus Wealth Management annual revenue was $2 million in 2023.
Chris Ambridge is the President and Chief Executive Officer of Provisus Wealth Management.
11 people are employed at Provisus Wealth Management.
Provisus Wealth Management is based in Toronto, Ontario.
The NAICS codes for Provisus Wealth Management are [525, 52591, 52, 5259].
The SIC codes for Provisus Wealth Management are [672, 67].