How it works
Discover how our financial software makes investing simple, transparent, and tailored to you.
Step 1: Tell us your financial goals, timeline, and risk tolerance. We use this information to create a strategy that fits you.
Step 2: We verify your information, set up your investment account with RBC Clearing (or a trusted custodian).
Step 3: We build a personalized, diversified portfolio aligned with your goals and risk profile.
Step 4: We actively manage your portfolio.
Step 5: We track your progess and make recommendations as needed based on market conditions.
How a custom portfolio is created
Profile Review
Assess your goals, timeline, experience, and savings
Risk Assessment
Evaluate your risk tolerance to guide your portfolio strategy
Portfolio Construction
Build a custom blend of stocks, bonds, and cash to pursue your goals
Moderately Aggressive Portfolio
Designed for a 10-year time horizon
Get in touch
We’re here to help you with any inquiries whether it’s about partnerships, consultations, or media.
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