Provisus Wealth Management
18 King Street East M5C 1C4 Toronto, ON, Canada

Further research that is very possible that selectively chosen investment managers can successfully outperform (after fees) passive investment vehicles. Read more via Institutional Investor: https://bit.ly/2HkyhXA

These 12 principles of prudent wealth management form the basis for how Provisus oversees client wealth: https://www.provisus.ca/kn/principles-of-wealth-management/

It may seem surprising, but a recent survey of U.S. millennials found that 65% would prefer a human advisor to a robo advisor. Could the long-term survival of the robo advisor market be threatened? More insight via Advisor.ca https://bit.ly/2VEcW4j

An Interesting read from Moody’s Investor Service, which finds that unexpected market liquidity shortfalls and risk could be most pronounced within ETFs tracking inherently illiquid markets, such as high-yield credit. Read more: https://bit.ly/2EbL6l6

Taking the time to talk about what separates you from low-cost digital advice platforms can make the conversation about fees easier and even productive. More insights at: https://buff.ly/30oQvyM

Learn about the benefits and difficulties of the softer side of financial advice and more here https://buff.ly/30oQvyM