Triasima Portfolio Management Competitors

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.

Wise Capital Management Inc. is a leading money manager for large pension funds, and high net worth clients who deserve a more substantive wealth management program than those typically offered by brokerage firms, investment advisors, or financial planners. Our best clients are informed clients. The investment team is headed by Sam Wiseman, who has 34 years of investment experience and an outstanding uninterrupted track record of managing long term equity and risk. As we are primarily an institutional money manager, we employ high quality systems, tools, and processes. Wise Capital Management was recognized by Benefits Canada as the fastest growing money manager under $1 billion in assets in 2011. We voluntarily have our perfomance verified.

T.I.P Wealth Manager Inc. ("T.I.P.") aims to provide wealth management services to a wide variety of individual and institutional clients around the world. Formed in 2006, T.I.P. is headquartered in Toronto, Ontario, Canada.