Overview:At ETFs Canada, we believe that ETFs are the ideal building blocks of portfolio construction for high net worth investors who seek to maximize return while diminishing risk to their capital.
We believe that high net worth investing in particular, requires a disciplined and repeatable process in order to avoid the emotional biases that all of us experience. Accordingly we have created 3 model indexes of our proprietary ETF strategies to demonstrate the value of taking a disciplined approach to ETF investing:
• Risk Controlled Equity Index to provide growth of capital while protecting your wealth from excessive risk
• Risk Controlled Balanced Index to provide steady income cash flow in a risk-controlled way
• U.S. Managed Volatility Index to provide profit regardless of market direction
Depending on your investment objectives, you can use these index models to help you design and self-manage your own ETF portfolio.
If you would prefer to have your wealth managed by a professional ETF advisor, we recommend The Morton Group at CIBC Wood Gundy because they specialize exclusively in ETF portfolio management for clients with investable assets of $500,000 or more and their ETF strategies closely mirror our three model indexes.