Advisors
Who We Work With
Provisus Wealth Management works with the following professionals on a referral basis:
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.
MFDA
Exempt Market
Financial Planners
IIROC
Insurance
Go Fee Based
The investment industry is rapidly shifting from a sales focus to a service focus and from products to appropriate and suitable investments.
Recently there has been an increasing call to implement a fiduciary standard amongst all advisors. A key to this shift will be how advisors are compensated. Moving from a commission to a fully disclosed fee is a fundamental way the industry is shifting and Provisus operates a fully disclosed fee based service.
Sales → Service
Products → Appropriate Investments
How We Can Help
The Transcend™ Program is a sophisticated investment solution which was developed for High Net Worth clients.
1. Interview Prospective Clients
The next time you sit down with your clients, mention the changing investment landscape and the benefits of working with Provisus.
These benefits can include a professionally managed comprehensive portfolio consisting of individual securities; complete transparency of portfolio holdings and fees; tax efficiency with the ability to offset gains with losses; and potentially tax deductible fees for non-registered accounts.2. Request Online Risk Profile Questionnaire
Contact Provisus to request online access for the prospective investor to complete their risk profile.
The client completes the questionnaire which is a comprehensive assessment of the client's financial goals, investment preferences and personal comfort level with risk.3. Let Us Do The Rest
The result of the client financial assessment is a written Investment Policy Statement (IPS) designed specifically for that client.
Once the client's asset allocation is determined, asset classes, investments and wealth managers are chosen which best fit the client's investment profile while diversifying their holdings. Provisus has partnered with a dozen of the best institutional investment managers in Canada, each of whom has their own expertise and management style. Once a client is referred to Provisus, we become responsible for all aspects of the investment portfolios while financial advisors concentrate on all the other aspects of the client's strategy.Here are some more ways Provisus can help you
Delegated Investment Management
Improved Operational Efficiencies
Customized Solutions
Staying Efficient
Lower Investment Minimums
Contact Us
18 King St. East Suite 303
Toronto, ON
M5C 1C4