At our foundation is an unwavering desire to deliver the highest quality, integrated wealth management services to our clients. Our objective is to stay aligned with our clients’ goals and make transparency a top priority. Provisus is here to help investors mould and maximize their ﬁnancial portfolios by providing robust independent investment strategies.
When you invest with us, you can be conﬁdent that we are committed to invest your assets with the same care and diligence as we invest our own. By managing your investments prudently and from a long term perspective we can help you to achieve your personal ﬁnancial goals.
Our Portfolio Management team averages more than 20 years of experience
Our Client Support team averages more than 15 years of experience administering managed accounts
President & CEOMBA from the University of Windsor, Chartered Financial Analyst
Vice President and COOMaster of Economics from Ottawa University and a Bachelor with Honours, Economics from Carleton University
Associate Portfolio ManagerBachelor with Honours, Business Administration, Finance from the University of Windsor
Director, Business DevelopmentChartered Financial Analyst, Certified Financial Planner and Chartered Investment Manager
Manager, Client ServicesCanadian Securities Course and Derivatives Fundamentals Course
Portfolio ManagerMaster's degree in Business Administration from Laval University (Quebec)
Senior Portfolio & Systems AnalystBachelor of Commerce from Ryerson University
Operations CoordinatorIFIC and Back Office Operation courses
Portfolio and Technology AnalystBachelor of Commerce, Carleton University
18 King St. East Suite 303