ShareOwner's Model Portfolio Service Honoured at Morningstar Awards

TORONTO, November 27, 2014 /CNW/ - Canadian ShareOwner Investments Inc. ("ShareOwner") was awarded the Best Use of Technology award at the 20th annual Morningstar Awards, held last night in Toronto. The awards recognize individuals and companies that Morningstar believes have made a difference in the lives of investors through superior investment products and service.

The Best Use of Technology award is presented to an organization for effective and innovative use of technology in an industry-relevant application.

ShareOwner took top honours in this category after the introduction of its Model Portfolio Service, an innovative and personalized service that helps retail investors build and manage a globally diversified portfolio of ETFs. The first service of its kind in Canada, ShareOwner's Model Portfolio Service provides investors with a systematic approach to managing their investment portfolio that saves time and money by combining low cost index ETFs with optimal asset allocation and automated trade execution and portfolio rebalancing.

The new service was recognized for innovation, effectiveness and presentation of technology. The technology was judged to be easy-to-use, intuitive and efficient – delivering an enhanced portfolio management experience for retail investors.

"We are excited to have been recognized in this category," said Bruce Seago, CEO of ShareOwner. "We are committed to using technology to lower the cost and to simplify the portfolio management process for investors interested in managing a well-diversified portfolio of index funds."

ShareOwner's Model Portfolio Service is highly automated so that all contributions and dividends are automatically invested in the ETFs in the investor's portfolio, including fractional shares. Furthermore, as the value of the portfolio's investments change, ShareOwner's system will automatically review and rebalance the portfolio to ensure that each fund remains in balance with its target allocation.

Morningstar Awards 2014(c). Morningstar, Inc. All Rights Reserved. Awarded to Canadian ShareOwner Investments Inc. for Best Use of Technology, Canada.

About Canadian ShareOwner Investments Inc. (

Canadian ShareOwner Investments Inc., headquartered in Toronto, has been providing online investors with an easy and affordable way to build a well-diversified portfolio since 1987. ShareOwner provides ETF model portfolios and full dividend reinvestment plans, including fractional shares, for more than 500 Canadian and US Stocks and ETFs.

Canadian ShareOwner Investments Inc. a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund.

SOURCE: Canadian ShareOwner Investments Inc.

For further information: Bruce Seago, CEO, 416.848.9402,


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