Knowledge Centre

In The News

This section contains articles and interviews which the leading experts and senior managers of Provisus Wealth Management have given through the years. We have also included articles about our company. Reading the articles here means that you can stay up to date with the independent opinions of the media about Provisus as well as news and events in the investment management field.
How the Advisor Role is Changing – BNN Bloomberg October 2019
The BNN Bloomberg Advisor panel discusses how the role of the advisor is changing as technology advances. It also offers advice for younger advisors just starting out.
Keeping Top Clients Happy – BNN Bloomberg October 2019
The BNN Bloomberg Advisor panel discusses how to keep your best clients happy, so they will never think of leaving and also be able to refer you to their contacts. The panel focuses on how to position yourself as your clients' personal chief investment officer, going over their statement and...
Finding New Clients – BNN Bloomberg October 2019
In this episode of BNN Bloomberg Advisor, the panel discusses how to build a business, keep your best clients happy and how to find new clients. In this segment, the panel focuses on the first meeting, the types of questions to ask, the importance of listening, how to discuss fees...
PTFs: Where are they now? – Investment Executive May 2019
Over the past three years, platform-traded funds (PTFs) have demonstrated that they are a viable alternative for processing transactions in mutual funds as well as other managed investments. The second-most active issuer is Toronto-based Provisus Wealth Management Ltd., which in February launched nine PTFs. Compared with traditional back-office platforms, PTFs...
NEO Connect Welcomes Nine PTFs from Provisus – Financial Post February 2019
NEO Connect, is pleased to announce that Series PTF™ of nine offering memorandum funds from Provisus Wealth Management (“Provisus”) are now available on NEO Connect. Provisus is the sixth company to distribute products on NEO Connect, which has allowed fund providers to raise close to $700 million in assets to...
Saving for retirement: Spousal RRSPs and the homebuyers plan – BNN Bloomberg February 2019
In the final segment, the BNN Bloomberg Advisor panel members reiterate the importance of saving for retirement and explain how to discuss these issues with clients. They also discuss spousal RRSPs, which have become less important with income splitting but are still a common savings product for many couples. The...
Saving for retirement: Avoiding TFSA and RRSP traps – BNN Bloomberg February 2019
The BNN Bloomberg Advisor panel members continue their discussion of retirement savings, including how far the TFSA has come since its beginning, and how it now offers couples $120,000 of tax-free contribution space. The panel also discusses some of the common TFSA and RRSP "traps" investors should try to avoid,...
Saving for retirement: TFSA versus RRSP – BNN Bloomberg February 2019
Helping clients save for retirement is one of the most important aspects of an advisor's job. The BNN Bloomberg Advisor panel discusses the importance of both the Tax Free Savings Account (TFSA) and the Registered Retirement Savings Plan (RRSP). The panel also discusses the tax implications of each savings vehicle.
Estate planning: Power of attorney and reducing taxes – BNN Bloomberg October 2018
The BNN Bloomberg Advisor panel continues the discussion about the challenges that come with joint property ownership, which was designed to help avoid taxes but can lead to lost control of the asset. The panel also discusses the power of attorney and how it compares to the executor, using insurance...
Estate planning: Power of attorney and reducing taxes – BNN Bloomberg October 2018
The BNN Bloomberg Advisor panel continues the discussion about the challenges that come with joint property ownership, which was designed to help avoid taxes but can lead to lost control of the asset. The panel also discusses the power of attorney and how it compares to the executor, using insurance...
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