Knowledge Centre

Due to reduced staffing during the Coronavirus lockdown, Provisus Fund Services Corporation will be relying on OSC Order 81-505 with respect to the extension of the delivery requirement under section 2.2 of NI 81-106. As such, the financial statements for the year ending March 31, 2020 will be delivered after...

Provisus Earns Spot in 2018 Growth 500 – Canadian Business unveils 30th annual list of Canada’s Fastest-Growing Companies – (Toronto, September 13, 2018) Canadian Business and Maclean’s today ranked Provisus Wealth Management No. 456 on the 30th annual Growth 500, the definitive ranking of Canada’s Fastest-Growing Companies. Produced by Canada’s...

Proving value is becoming increasingly important for advisors – and beating the benchmark remains a top calling card.

Chris Ambridge, president and chief investment officer at Provisus Wealth Management in Toronto, isn't surprised it has taken boomers a little longer to get into ETFs.

Advisors must be able to recognize today’s challenges and opportunities and work at realigning their practice.

Robo-advisors may appeal to the younger generation but most people still want the comfort of a human expert to lead them through the nuances of investing.

What an investor ends up with in segregated funds is a portfolio with higher-than-normal fees, marginal performance and features they may not really need. The peace of mind of seg funds comes with a cost, but has that cost become too high? As exchange-traded funds and pay-for-performance pooled funds gain...

Although insurance advisors may have a more difficult time selling segregated funds as regulators move to harmonize the disclosure regime of seg funds with that of mutual funds, investors will benefit from the shift toward greater transparency.