Gawthrop Financial is proud to be offering a series of robo - advisor options for our client's investing convenience. First up is Wealthsimple. This company provides world-class, long-term investment management without the high fees and account minimums associated with traditional investment managers.
Read more about Wealthsimple.
Using leading edge technology and industry-tested investment rules, Nest Wealth creates a low-cost, customized global portfolio built specifically for your life goals. Once you’re invested, they take care of monitoring and rebalancing your portfolio so you can get on with enjoying your life.
Read more about Nest Wealth.
Are exactly that – each investor has their own account, opened in their name at a trusted independent custodian, managed according to their wishes. Management fees for SMAs are generally lower than for pooled investment vehicles. We are currently featuring BCV Asset Management.
We are happy to offer a variety of segregated fund investment options. As an independent broker, we work for our clients, not one investment company. We are contracted with multiple companies and are therefore able to work with any of these to find the best fit for you.