Our Services

Investment Solutions for Every Goal

Portfolio Analysis

Comprehensive analysis of your current investments with personalized recommendations for optimization.

Wealth Building

Strategic investment planning to help you build long-term wealth through diversified portfolios.

Risk Management

Professional risk assessment and management strategies to protect your investments.

Education & Support

Learn investment fundamentals with our educational resources and ongoing support.

Expert Guidance

Work with certified investment professionals who understand the Canadian market and regulatory environment.

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Personalized Strategy

Every portfolio is tailored to your specific goals, risk tolerance, and investment timeline.

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Ongoing Monitoring

Regular portfolio reviews and adjustments to keep your investments aligned with market conditions.

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Why Choose InvestPro Canada

Your trusted partner in building wealth

About Us

Professional Investment Management

With over 15 years of experience in the Canadian investment market, we help individuals and families build diversified portfolios that align with their financial goals. Our team of certified professionals provides personalized guidance every step of the way.

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Investment Plans

Choose Your Investment Package

Professional investment management services tailored to your needs and budget. All plans include personalized portfolio management.

Starter Portfolio

$299/month

Portfolio up to $50,000
Quarterly reviews
Basic risk assessment
Email support
Investment education resources

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Professional Portfolio

$599/month

Portfolio up to $250,000
Monthly reviews
Advanced risk management
Phone & email support
Tax optimization strategies

Premium Portfolio

$999/month

Unlimited portfolio size
Weekly reviews
Comprehensive wealth planning
Dedicated advisor
Estate planning consultation

FAQ

Frequently Asked Questions

Get answers to the most common questions about our investment services

What is the minimum investment amount?

Our Starter Portfolio plan accepts investments starting from $10,000. This allows us to create a properly diversified portfolio while keeping management costs reasonable.

How often will my portfolio be reviewed?

Review frequency depends on your chosen plan: Starter (quarterly), Professional (monthly), and Premium (weekly). All plans include immediate adjustments for significant market changes.

Are there any additional fees?

Our monthly fee covers all portfolio management services. The only additional costs are the underlying fund expenses (typically 0.1-0.3% annually) and any transaction fees charged by your broker.

Can I cancel my service anytime?

Yes, you can cancel your service at any time with 30 days notice. There are no cancellation fees or penalties. Your investments remain yours and can be transferred to any broker of your choice.

Do you provide tax advice?

Our Professional and Premium plans include tax optimization strategies for your investments. However, we recommend consulting with a qualified tax professional for comprehensive tax planning.

Build Your Perfect Investment Portfolio