Solution introduction
We help you get the most out of your money
Whether you need a hassle-free investment solution or are looking to work one-on-one with a portfolio manager, we have you covered
Tried and tested methodology
We combine Nobel Prize winning research with smart algorithms and expert analysis to find the optimal investment portfolio for you.
1/2 the fees of traditional advisors
Smart technology, online meetings, and centralized operations allow us to keep your costs low without sacrificing service or the quality of advice.
Safe and secure
We use bank-level encryption to protect your data. Your account is protected up to $1,000,000 CDN through our custodian partner, Credential Qtrade Securities Inc. under the Canadian Investor Protection Fund (CIPF).
An expert in your corner when making important financial decisions
Whether you are renewing a mortgage, choosing your group RRSP investments, or contemplating taking CPP and old age security early, you will have access to expert advice to guide your choice.
