This website is intended for general and retail investors.
Institutional investors, investors with $10 million or more in one account, can get the detailed information they require at the following services: Brockhouse Cooper, eVestment, Global Manager Research, InvestmentMetrics, Mercer GIMD
Private Client Services
For affluent individuals and wealthy families, we mutually determine an asset mix and appropriate diversification based on personally getting to know the client's investment objectives and risk tolerance. We review each client's objectives with them annually or, more frequently, if there is a life-changing event.
Our three investment strategies have delivered superior returns to our clients and provide excellent diversification when used in combination: Wise Capital All Cap Canadian Equity, Wise Capital Global Diversified Equity and Wise Capital Global Small Cap Equity. Please see our Product and Track Record pages for more information. Contact us for detailed information.