Wealthsimple for Advisors partners with ETF portfolio manager Forstrong Global

Mar 14th, 2017 | By | Category: ETF and Index News

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Wealthsimple for Advisors has partnered with Forstrong Global Asset Management to facilitate Canadian financial advisors in investing client assets in any of Forstrong’s seven ETF-based actively managed investment strategies through Wealthsimple’s convenient, cost-effective platform.

Wealthsimple for Advisors partners with ETF portfolio manager Forstrong Global

Tyler Mordy, President and Chief Investment Officer, Forstrong Global.

Forstrong has a track record of managing globally balanced ETF portfolios dating back to 2001. Through Wealthsimple for Advisors, financial advisors can invest client assets in Forstrong portfolios with no minimum account size and no trading fees.

“The investment advice industry is undergoing a shift in which the drive to lower costs is very important,” said Dave Nugent, Head of Investments, Wealthsimple for Advisors. “We can achieve significantly greater efficiencies through technology, creating a great experience for both the client and the advisor, regardless of their investment strategy.”

“Wealthsimple’s platform is a great solution for efficiently delivering our investment strategies to advisors of any dollar amount,” added Tyler Mordy, President and Chief Investment Officer, Forstrong Global. “Through this partnership, we can focus on delivering the best risk adjusted returns to our clients.”

Wealthsimple for Advisors aims to help advisors to manage their clients’ accounts, making compliance, investment management and client communications simple and seamless.

Through its fully-owned brokerage, ShareOwner, Wealthsimple controls the end-to-end investing experience, allowing advisors to onboard clients within 24 hours.

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