TORONTO, Aug. 22, 2017 /CNW/ - Shaunessy Investment Counsel Inc., a boutique investment management firm experienced at protecting and growing wealth and invested assets over the long-term, is making its premium, multi-asset global portfolio accessible to the public for the first time.
Until now, SIC's portfolio was only available to a select clientele - four First Nation trusts and 23 families. Investors can now benefit from SIC's proven, institutional, global investment strategy and diversify their portfolio through the Wealthsimple for Advisors platform.
"Many Canadians believe they're safer investing in their own backyard, but it's actually putting them at risk," says Terry Shaunessy, president and portfolio manager, Shaunessy Investment Counsel. "Canada only represents three per cent of the global equity market and it can be volatile. Through Wealthsimple, Canadian investors can now access SIC's ETF portfolios that are structured to achieve long-term growth, and yet limit risk, in the same tried and true style of a pension plan."
SIC offers one principal investment strategy: a globally balanced portfolio of stocks, bonds and alternative investments, holding large capitalization investments with balanced exposure to bonds and a very significant level of diversification.
"SIC's portfolio was previously only available to high-net-worth individuals and institutions," says Dave Nugent, portfolio manager and chief investment officer, Wealthsimple. "Wealthsimple for Advisors is democratizing investing, giving advisors and investors of any account size access to premium investment strategies through our platform."
To learn more about SIC and Wealthsimple for Advisors, please visit http://shaunessy.com/partners/.
About Shaunessy Investment Counsel Inc.
Established in Calgary in 2000, Shaunessy Investment Counsel is a boutique investment management firm that specializes in globally-balanced, diversified custom portfolios for clients. With expertise in protecting wealth and invested assets over the long-term, SIC has extensive experience creating tailored portfolios, and managing segregated portfolios (not pools). As an independent firm, the sole source of revenue is investment management fees, which means the success of the firm is inextricably linked to the ability to deliver for clients. SIC is a fiduciary regulated directly by the Securities Commissions in Alberta, Ontario, British Columbia and Yukon. SIC prides itself on being 100% employee owned, ensuring that every advisor is personally invested in the growth and protection of client assets. Find out more at www.shaunessy.com.
About Wealthsimple for Advisors
Wealthsimple for Advisors is the dedicated platform for financial advisors by Canada's leading online investment service. The online platform gives financial advisors everything they need to manage and scale their business, making managing compliance, investment management and client information simple and streamlined through convenient web and mobile apps. Wealthsimple is founded by a team of financial experts and technology entrepreneurs, and backed by Power Financial Corporation, a publicly-traded management and holding company. To learn more, visit www.wealthsimple.com/advisors.
SOURCE Shaunessy Investment Counsel Inc.
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