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Provisus Wealth Management

Finance · Canada · <25 Employees

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About

Headquarters

18 King St E Ste 303, Toronto, Ontario, M5C 1C4...

Revenue

<$5 Million

Industry

Finance General Finance

Recent News & Media

No recent news or media

Who is Provisus Wealth Management

Provisus' mission is to deliver superior portfolio management performance to clients, along with impeccable service and confidentiality. Provisus employs a state-of-the-art proprietary portfolio management process which delivers sophisticated asset management products and services to affluent clients. We work with our separately managed accounts program (SMA) partners to provide a premium service that is delivered through the referring dealer's distribution network. Provisus focuses on delivering its unique service offerings selectively through an elite group of advisors that wish to offer state of the art investment processes to high net worth clients. We utilize the latest technological tools to communicate with, distribute to, and service the underlying client's investment needs while incorporating the personal contact that is vital and unique to our value added service proposition. Provisus' objective is to serve investors with judicious investment guidance that is both timely and accurate. We have created a platform that provides referring firms with a separately managed account (SMA) solution ensuring that the assets of referred clients will be managed in the most prudent and tax efficient manner possible.Read more

Provisus Wealth Management's Social MediaPopular SearchesProvisus Wealth Management LtdProvisus Wealth ManagementProvisusProvisus Fund Services CorpProvisus Wealth Management - HomeSIC Code 67,672NAICS Code 52,525Show more

Provisus Wealth Management Org Chart

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Christopher Ambridge
Christopher Ambridg...

President & Chief Investment Officer

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Jean-Louis Marin

Chief Information Officer

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Provisus Wealth Management Tech Stack

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Frequently Asked Questions regarding Provisus Wealth Management

Where is Provisus Wealth Management located?
Provisus Wealth Management's headquarters are located at 18 King St E Ste 303, Toronto, Ontario, M5C 1C4, Canada
What is Provisus Wealth Management's official website?
Provisus Wealth Management's official website is www.provisus.ca
What is Provisus Wealth Management's Revenue?
Provisus Wealth Management's revenue is <$5 Million
What is Provisus Wealth Management's SIC code?
Provisus Wealth Management's SIC: 67,672
What is Provisus Wealth Management's NAICS code?
Provisus Wealth Management's NAICS: 52,525
How many employees does Provisus Wealth Management have?
Provisus Wealth Management has <25 employees
What industry does Provisus Wealth Management belong to?
Provisus Wealth Management is in the industry of: Finance General, Finance
What is Provisus Wealth Management competition?
Provisus Wealth Management top competitors include: TIP Wealth Manager Inc, Canadian Imperial Bank of Commerce, Manulife Investment Management, Generation PMCA Corp
What technology does Provisus Wealth Management use?
Some of the popular technologies that Provisus Wealth Management uses are: ASP.NET, PHP, reCAPTCHA, Font Awesome
What does Provisus Wealth Management do?

Provisus' mission is to deliver superior portfolio management performance to clients, along with impeccable service and confidentiality. Provisus employs a state-of-the-art proprietary portfolio management process which delivers sophisticated asset management products and services to affluent clients. We work with our separately managed accounts pr... ogram (SMA) partners to provide a premium service that is delivered through the referring dealer's distribution network. Provisus focuses on delivering its unique service offerings selectively through an elite group of advisors that wish to offer state of the art investment processes to high net worth clients. We utilize the latest technological tools to communicate with, distribute to, and service the underlying client's investment needs while incorporating the personal contact that is vital and unique to our value added service proposition. Provisus' objective is to serve investors with judicious investment guidance that is both timely and accurate. We have created a platform that provides referring firms with a separately managed account (SMA) solution ensuring that the assets of referred clients will be managed in the most prudent and tax efficient manner possible.Read More

What are Provisus Wealth Management social media links?
Provisus Wealth Management Linkedin page Provisus Wealth Management Facebook page
Is Provisus Wealth Management a public company?
Provisus Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Provisus Wealth Management

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