Financial Services
Whether you’re seeking a hassle-free investment solution or prefer personalized guidance, we have you covered. Our approach integrates Nobel Prize-winning research, smart algorithms, and expert analysis to craft the optimal investment portfolio for you. Leveraging smart technology, online meetings, and centralized operations, we ensure cost-effectiveness without compromising service quality or advisory excellence. Our portfolios are designed to align with market trends through fact-finding and are adjusted based on your comfort level with investment risk.
The initial step in our investment management process involves selecting a set of asset classes that serve as the foundation for client portfolios. In this selection, we prioritize asset classes with a minimum 3-year investment track record. Our financial apps provide 24/7 accessibility, catering to a diverse clientele. This level of accessibility may particularly appeal to individuals with busy schedules who value the convenience of continuous access to our services.
Africa
- Egypt
- Nigeria
- South Africa
Antarctica
Asia
- Bangladesh
- China
- Hong Kong
- India
- Israel
- Japan
- Pakistan
- Quatar
- South Korea
- Taiwan
Australia
- Adelaide
- Brisbane
- Melbourne
- Perth
- Sydney
Europe
- Germany
- France
- Belgum
- Finland
- Italy
- Netherlands
- Poland
- Portugal
- Spain
- Sweden
- Switzerland
- Ukraine
- United Kingdom
North America
- Canada
- Mexico
- United States
South America
- Argentina
- Brazil
- Chile
- Columbia
- Cuba
- El Salvador
- Guyana
- Jamaica
- Paraguay
- Venezuela
Investing Cost Comparison
Use the apps for a fraction of the cost of an advisor. High fees are your biggest enemy. In the intricate landscape of our world, the concept that “simplicity is the ultimate sophistication” emerges as a timeless and universal principle. It emphasizes the intelligence in simplicity, even when it appears fundamental. Maximize your net worth with easy-to-use apps to diversify your portfolio, pay less income tax, minimize investment fees, and create your retirement with artificial intelligence.
 |  |  |  |  |  |   |  |  |
|---|---|---|---|---|---|---|---|---|
| Advice | InvestCAN | InvestRESP | InvestUSA | RetireCAN | RetireMGN | Virtual Meeting | Robo- Advisor | Financial Advisor |
| Purpose | Canadian Investment Portfolio | Guided Education Portfolio | American Investment Portfolio | After-Tax Retirement Income | Guided Retirement Withdrawals | Personal Investment Relationship | Hands-Off Automated Investing | Expensive Personal Relationship |
| Fees *Not including MERs and trading fees | $99.99 CAD | $79.99 USD | $99.99 CAD | $17.99 CAD $12.99 USD | $500.00 CAD $400.00 USD | 0.40%- 0.50% | 0.50%- 1.50% | |
| Access to Advice | 24/7 | 24/7 | 24/7 | 24/7 | 24/7 | 2 Virtual Meetings | N/A | Unlimited |
| $1,000,000 Account Costs *Not including MERs and trading fees | One Time Fee | One Time Fee | One Time Fee | One Time Fee | One Time Fee | $1,000.00/Year | $4000.00 – $5000.00/Year | $5000.00 – $15,000.00/Year |
| Recommended Investments | Unbiased Data Driven | Unbiased Data Driven | Unbiased Data Driven | Unbiased Data Driven | Unbiased Data Driven | Unbiased Data Driven | Often Proprietary (Company Owned) | Often Proprietary (Company Owned) |
| Relationship | Digital | Digital | Digital | Digital | Digital | Personal | Phone/Email | Personal |