Who We Work With
Go Fee Based
Sales → Service
Products → Appropriate Investments
How We Can Help
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
Lower Investment Minimums