How We Do It

Transcend Program

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.
Traded Funds
Real Estate
Pooled Funds
Mutual Funds



Transparent Fee

Tax Efficiency

Overlay Portfolio Management

Investor Reporting

One Decision

Working Together

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.

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