Portfolio Managers

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Index Wealth Management Inc.

1204-220 Portage Avenue
Winnipeg , MB
Canada
R3C 0A5

Phone: 204-989-6217
Fax:
www.indexwealth.ca


Media Availibility

All media

Licenced Jurisdictions

• AB
• ON
• BC
• SK
• MB
 
Services Offered

Index Wealth Management Inc. is an independent portfolio manager with offices in Vancouver, Calgary and Winnipeg. Our firm provides discretionary investment management and wealth planning services for individuals, foundations and non-profit corporation

Our clients have a minimum $750,000 of investable assets and desire a long-term personal relationship with a portfolio manager that results in a true understanding of their investment needs and goals.

We manage our client portfolios utilizing an investment philosophy which maximizes the benefits of Exchange Traded Funds (ETFs) as the core holdings.

Our value to you is focused on the following themes:

  • Accepting a fiduciary standard of care to eliminate conflicts of interest in advising and managing your wealth.
  • Reducing the cost and making your portfolio management fees visible to maximize your returns.
  • Improving the tax-efficiency of the investment return you receive.
  • Helping you avoid mental errors in your investment decision making.
Background

Alan Fustey is also the author of Risk, Financial Markets and You (www.riskandyou.com)

 

The book is available on Amazon.ca and as an e-book Kindle Edition

 

Alan Fustey
Managing Principal


Contact Info

Winnipeg

Alan Fustey, CFA

204-989-6217

afustey@indexwealth.ca

1204-220 Portage Avenue, Winnipeg, MB  R3C 0A5

 

Calgary

Ken Serbu, CIM

403-269-1375

kserbu@indexwealth.ca

 

Vancouver

Gordon Ross, CFA

604-609-6177

gordonross@indexwealth.ca