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Canadian retail investors are poorly served by traditional financial advisors.  They do not get exposure to the alternative investment market like the smart money does!

If you are currently and advisor with an IIROC or mutual fund company, consider moving to Waverley and by working with our portfolio manager partners you will benefit from the following:

  • Your clients will make more money and take less risk.
  • You will make more money and have more time to service your clients.
  • You maintain your client relationships, financial planning, tax planning.
  • You outsource portfolio management, compliance, and reporting.

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