Do you find the wealth management industry confusing and intimidating?
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Frequently Asked Questions
Wealth Management Canada is an online resource for Canadian investors.
Our mission is to assist high net worth investors in navigating the wealth management industry, to cut through some of the noise, and connect them with quality wealth managers.
We work with a limited number of wealth management firms, who are all independent, discretionary portfolio managers. The selection process is based on extensive manager research, taking into account the people, philosophy, process, and performance of each firm, before they are invited to join our platform.
Our process is simple and easy. To start, complete our online questionnaire. You’ll then speak with one of our experts to confirm your responses (we also want to give you the opportunity to ask us any questions). Next, you’ll receive a short list of wealth managers tailored specifically to you. And lastly, if you’d like, we will introduce you to the appropriate individuals at the firms of your choosing.
If at any stage you decide you do not wish to proceed that’s perfectly ok. There is no obligation on your part to take action.
At this time our services are offered to high net worth clients looking to invest at least $500,000.
However, if you’re an investor with a smaller portfolio but would still like to learn more about wealth management, please don’t hesitate to contact us. We’d be glad to share information and assist as we can.
Wealth Management Canada is a free service for investors.
How is this possible? We’re paid by the wealth managers we invite to join our platform. Each firm pays an annual fee to be listed on our website. We do not earn any additional fees, such as referral fees, whether we make an introduction or an investor ultimately decides to hire one of the firms.
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