TURN8 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.

Trident Capital Management is a leading provider of investment services for the national capital region. Consistent across our firm is the integrity of our team and our commitment to combine technology, diligence and innovation; to produce the most efficient investments possible. Trident Capital Management is among the pioneers of risk parity investing, and has been managing risk-balanced portfolios since our founding. Trident Capital Management Ltd.®. is an institutional asset management firm founded in 2007. Trident manages equity capital for institutions, including college endowments, charitable foundations and pension plans, and for high net worth individuals. Trident Capital uses its global network, deep industry knowledge, and portfolio intelligence to create and execute a customized value creation plan for each of our corporate private equity and real asset investments. We invest in sectors we know, and value depth over breadth. Sectors of focus: pharmaceuticals, consumer & retail, energy & power, financial services, industrial, infrastructure, real estate, technology & business services, telecommunications & media and transportation. Trident Capital has a global portfolio of more than 100 companies and 20 active real estate investments and generates real-time, actionable data. Incorporate proprietary analysis of data into investment, operational and exit decisions.

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.