Managed Portfolio Solutions

Tangerine Investments Tangerine Logooffers lower fee and comprehensive indexed-based portfolios for a management expense of 1.07%. There are no fees for when you buy or sell. Investment advice is available.


SmartfolioBMO Smartfolio
offers ETF portfolio solutions with fees from .40% – .70%. Investors would also pay the Management Expenses of ETFs and transactions costs. Advice is available.

The Robo Advisors Have Landed – Don’t Be Scared.

roboAdvisor

Robo Advisors help investors create complete ETF portfolios online, with very reasonable fees. For example, based on a $100,000 investment portfolio the annual fees would range from $360 to $800 (.36-.80%) depending on the robo advisor selected. Investors will also pay the underlying Management Expenses of the ETFs. Human advice is also available.

For an overview of Canadian Robo Advisors see this article from moneysense.

 

You can go to https://autoinvest.ca/calculator/ to view an online fee comparison tool.

Here are the leading robo advisors available in Canada. Click on the Robo Advisor name to go to the site.

Wealth Simple logo

Visit Wealthsimple

Just Wealth Logo

Visit Justwealth

Modern Advisor logo

Visit ModernAdvisor

Nest Weatlh Logo

Visit Nest Wealth

Invisor Logo

Visit Invisor

Wealthbar Logo

Visit WealthBar

Responsive Logo

Visit Responsive

Questrade Logo

Visit Questrade Portfolio IQ

Two Active Managers 

Here are two active managers that we Intelligent Indexers consider to be “the good guys and gals”. Click on the Investment Company name to go to their site.

Visit Mawer Investments

Mawer Logo

The Mawer Mantra is “Be Boring. Make Money”. That’s music to the ears of many no-nonsense indexers. They believe in a simple buy and hold value based investment approach. They offer a comprehensive Balanced Portfolio for a management expense ratio of .94%. At times, they certainly can provide or create alpha. Minimums may apply.

Visit Steadyhand

Steadyhand Logo

OK, I love the cheeky claim of Steadyhand that they are not Indexers but Undexers. They believe in their style of active management, but at the core they offer a globally diversified balanced portfolio for a management expense ratio of 1.34%. They have those more reasonable fee structures to go along with sensible asset allocation. Minimums may apply.