Shaunessy Investment Counsel offers portfolio through Wealthsimple for Advisors

By The IJ Staff | August 22 2017 09:45AM

Photo: Freepik

Shaunessy Investment Counsel Inc., a boutique investment management firm, announced Aug. 22 that it is making its multi-asset global portfolio accessible to the public for the first time through the Wealthsimple for Advisors platform.

Until now, SIC's portfolio was only available to a select clientele - four First Nation trusts and 23 families.

ETF portfolios

"Through Wealthsimple, Canadian investors can now access SIC's ETF portfolios that are structured to achieve long-term growth, and yet limit risk, in the same tried and true style of a pension plan," says Terry Shaunessy, president and portfolio manager, Shaunessy Investment Counsel.

Democratizing investing

"SIC's portfolio was previously only available to high-net-worth individuals and institutions," says Dave Nugent, portfolio manager and chief investment officer, Wealthsimple. "Wealthsimple for Advisors is democratizing investing, giving advisors and investors of any account size access to premium investment strategies through our platform."

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