Index Wealth Management Inc.
1204-220 Portage Avenue
Winnipeg , MB
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.
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