Advisors

Transcend Program

Provisus Wealth Management offers clients tailor-made portfolios using a carefully selected team of money managers with unique investment styles, working in harmony to meet each client's financial goals.

Provisus works with the following professionals on a referral basis:

MFDA

Financial Planners

Exempt Market

IIROC

Insurance

Provisus allows advisors to free up time that can be better spent growing their businesses and strengthening client relationships. Provisus can be an extension of your office, handling your investment and administrative needs such as trading, research, due diligence, reporting and billing so you can focus on your client relationships.

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Platform Traded Funds

Provisus Wealth Management has created a series of 9 unique Platform Traded Funds (PTFs) that trade and settle just like listed stocks and ETFs. These PTFs are primarily designed for fee-based investors who work directly with either discretionary portfolio managers or non-discretionary advisors. Portfolio managers and advisors can place PTFs orders through their own equity trading platform and custodian.

Wealth managers need to offer a robust set of solutions to directly satisfy each of their client’s goals. The Provisus PTFs were developed to provide eligible investors and advisors an entirely NEW approach to deliver efficient and lower-cost investment products that can generate valued-added results or Alpha.

A colossal advantage for investors is that PTFs from Provisus have ZERO management fees and ZERO operating expenses – 0.0% MER compared to the pro-rata market cap weighted MER for equity ETFs fees of 0.34%. With the added upside of proven performance, Provisus’ PTFs truly represent the evolution of active management.

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