Independent Advisor Solutions
Financial Services
Overview
Independent Advisor Solutions provides unique answers for advisors, powering their portfolios and personal brand, with the goal of helping them simplify and scale their practice. It provides sub-advisory and marketing services for multi-asset model-based portfolios and offers an exclusive suite of investment funds designed to help diversify portfolios and enhance expected risk-adjusted returns for clients.
Independent Advisor Solutions Inc. is a wholly owned subsidiary of Wellington-Altus Financial Inc. and is registered as an investment fund manager and portfolio manager in Manitoba, Ontario, Newfoundland & Labrador, Québec and British Columbia.
*The content on this account is for informational purposes only and does not constitute investment advice. Please speak with a licensed advisor to assess suitability.
Tagline
Unique answers for advisors that power your portfolios and personal brand.
EMPLOYEES
11-50 employees
FOUNDED
2024
HQ
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FAQ
What is the company name?
independentadvisorsolutions.ca is the website of Independent Advisor Solutions.
What is the industry of the company?
Independent Advisor Solutions (independentadvisorsolutions.ca) is in the Financial Services industry.
When was the company founded?
Independent Advisor Solutions (independentadvisorsolutions.ca) was founded in 2024.
How many employees does the company have?
Independent Advisor Solutions (independentadvisorsolutions.ca) has 11-50 employees.
What are the social media accounts of the company?
The social media account of Independent Advisor Solutions (independentadvisorsolutions.ca) is LinkedIn.
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