Invisor.ca is an online portfolio manager or robo-adviser. Miszk holds the chartered financial analyst (CFA) designation, as well as the certified financial planner (CFP). We asked Josh Miszk, vice-president of investments at Invisor.ca of Oakville, Ont., to look at Louise's situation. "Am I close enough financially to retirement security to be able to pull back over the next few years?" Louise asks. A 10-year review of her brokerage account "revealed that I have netted almost nothing over the last decade," Louise writes. Her biggest asset is the equity in her suburban condo, estimated at about $340,000, followed by $135,650 in her registered retirement-savings plan.Ĭasting a pall over Louise's ambitions are the meagre returns on her investments, mainly mutual funds with high management-expense ratios. She wants to renovate her bathroom and sunroom at a cost of $15,000, pay off her mortgage, cut her work load, buy a new car, retire at the age of 65 with $42,000 a year after tax and build a small cabin ($35,000). She's self-employed, grosses an average of $93,000 a year and has no work pension. "I had a health issue last year that made me seriously doubt if I could continue to work at the pace I do," she adds. She'll be turning 60 soon, and the nature of her work is "very physical," she writes in an e-mail. Insurance services are provided by Invisor Insurance Services Inc., a firm licensed for the sale of life and health insurance products in the provinces of Ontario and Manitoba.As a performance artist, Louise is apprehensive about how much longer she can keep at it. Investment services are provided by Invisor Investment Management Inc., a firm registered as a portfolio manager in the provinces of Ontario, British Columbia, Alberta, Saskatchewan, Manitoba, and Quebec. We offer Canadian investors personalized online investment management services at a fraction of the cost of traditional investment products, without requiring any minimum investment amounts. Invisor is a team of financial professionals dedicated to serving the evolving needs of Canadian investors and using technology to deliver a better client experience. "The goal planning tools we offer enable advisors to put their financial plans on their clients' dashboards so the client can track their journey towards those goals anytime, anywhere". "We have already entered into agreements with some large advisory firms and will be rolling out Invisor CoPilot™ to more than 400 of their advisors in the coming months," says Pramod Udiaver, CEO of Invisor. Advisory firms can access Invisor CoPilot™ through a referral arrangement, or a completely white-labeled solution, depending on their needs and the registration category under which they operate. Invisor CoPilot™ also gives advisors access to InvisorGPS™, a goal planning and tracking solution that includes an aggregated view of the client's financial position, an insurance needs analysis, and access to online insurance solutions.Īdvisors who partner with Invisor to use Invisor CoPilot™ can choose their level of involvement at the time of onboarding their client, by sending them an online invitation to get started, or walking them through the process face-to-face. The services offered with Invisor CoPilot™ include fully managed portfolios, a paperless onboarding experience, and a dashboard to manage the client relationship. Invisor CoPilot™ provides financial advisors with a means of offering their clients low cost portfolios made up of ETFs and mutual funds, while providing additional services that go well beyond those offered by other 'robo-platforms'. TORONTO, /CNW/ - Financial advisors who are looking to enhance their service offer and make their practices more efficient now have access to Invisor CoPilot™, a digital platform that offers a comprehensive suite of solutions.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |