Portfolios include those created by BlackRock and Vanguard
TORONTO, March 24, 2017 /CNW/ - Canadians looking to work with an online investment advisor can now choose to invest in portfolios created by two of the of the largest and most reputable institutional money managers in the industry; BlackRock and Vanguard. Invisor has created a platform that offers its clients multiple portfolio options, including portfolios from these two leading firms.
Upon logging onto invisor.ca, Canadians can complete a short questionnaire and receive a personalized portfolio recommendation from Invisor. The recommendation will include a number of portfolio options for the user to consider and choose from, each of which is suitable for the investor and aligned with their goals.
"Using the latest technology and tools to deliver a simple and elegant client experience is important," says Pramod Udiaver, co-founder and CEO at Invisor. "However, good advice and solid investment performance are factors that matter most in realizing financial goals in the long term. By creating this platform, we bring the wealth of experience and expertise from some of the world's largest investment managers to Canadians as part of Invisor's service. Invisor was founded on the principles of simplifying the investment process for Canadians, and providing great solutions at an affordable cost. Our arrangement with BlackRock and Vanguard brings those principles to life, while providing our clients with choice."
About Invisor (invisor.ca)
Invisor is a team of financial professionals dedicated to serving the evolving wealth management needs of Canadians using technology to deliver a better client experience. We offer Canadians personalized online investment management services and insurance solutions at a fraction of the cost of traditional products and services. Invisor also provides its platform and managed portfolio solutions to financial advisors. Investment services are provided by Invisor Investment Management Inc., a firm registered as a portfolio manager in the provinces of Quebec, Ontario, Manitoba, Saskatchewan, Alberta, and British Columbia. 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.
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