How We Do It
Go Beyond the Ordinary!In 2007, Provisus Wealth Management launched an exclusive service beyond what was typically provided in the Canadian landscape. The Transcend™ Program was designed to offer 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.
The Transcend™ program is able to bring together a wide variety of assets into one investment structure.
Using Separately Managed Accounts (SMA), Provisus Wealth Management is able to offer over 85 investment mandates which are managed by third party investment managers usually only available to major corporations, pension funds and other institutional investors. Provisus selects the best managers from the wide ranging universe of professional money managers in order to bring the investor best-in-class money management for each asset class. Provisus monitors the managers on an ongoing basis to ensure that they continue to perform and meet our stringent standards.Learn More
The Provisus Actively Managed ETF Portfolios suitable for investors with a medium to moderately high risk tolerance, seeking long-term capital growth and income from a diversified portfolio of investments and most importantly an absolute return philosophy. Portfolios combine the customization and tax-control of separate accounts, low ETF costs and a comprehensive asset allocation solution.Learn More
The Provisus Real Estate Income Trust (REIT) strategy is suitable for long term investors seeking above average income potential and who understand the volatility of investing in income producing real estate assets. This portfolio is diversified across the Canadian REIT market and incorporates a momentum based strategy to identify positions with the best risk / reward characteristics.Learn More
The Provisus Pooled Funds are designed to match the risk characteristics of the underlying benchmark. By replicating the key benchmark characteristics with fewer stocks that have the best relative momentum profile, the funds are designed to remove the impact of market results and ensure that the value added generated by individual stock selection is consistently achieved.Learn More
Ask us how we can help you transition your portfolio to Provisus while minimizing deferred sales charges and capital gains consequences.
Overlay Portfolio Management
By working together, Provisus Wealth Management can help you achieve the portfolio you desire. Today's market conditions have clients searching for greater diversiﬁcation, a ﬂexible investment approach and ways to meet changing lifestyle needs.
Personal and Proactive
By using Provisus, clients receive a personalized comprehensive investment service, employing the expertise of top quality independent investment management ﬁrms and an overall strategy from their ﬁnancial advisor.
Secure and Grow
To maximize the growth of your wealth, numerous decisions must be made concerning: asset allocation strategy, diversification, investment manager selection, individual security selection, portfolio rebalancing and tax efficiency.