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WisdomTree Asset Management Canada, Inc.

161 Bay Street, 27th Floor

Toronto, ON. M5J 2S1

canadafeedback@wisdomtree.com

866-893-TREE (8733)

 

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WisdomTree ETF MODEL PORTFOLIOS

You strive to provide your clients with the best possible investment solutions for their needs while running your practice in the most efficient and profitable manner. Efficiency means doing what you do best—adding value to your clients’ lives by providing them with expert advice. 


Even with the most sophisticated in-house tools and expertise, building and analyzing portfolios takes a lot of your firm’s time and effort. WisdomTree’s portfolio solutions and experience may allow you to focus your time and attention on factors that can drive your business forward, enabling you to be there for your clients. You can do this in-house, but is this where you want to focus your firm’s resources? Let us be your resource to help you in managing your clients' portfolios.

 

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SIMPLIFY YOUR CLIENT CONVERSATIONS.

Spend your time providing your clients with expert advice. Allow us to assist in portfolio construction. 

DIFFERENTIATE YOUR PRACTICE WITH A CLEARLY DEFINED INVESTMENT PROCESS.

 

Use our cutting-edge models to offer your clients the latest in Modern AlphaTM thinking for their portfolios.

MODEL PORTFOLIOS DESIGNED TO SERVE THE FULL SPECTRUM OF CLIENT NEEDS.

 

Our unique model portfolios enable you to apply our distinct perspective to a wide range of investor needs.


SCALE YOUR BUSINESS TO MEET A CHANGING CLIENT DEMOGRAPHIC.

 

Over the coming years, we will witness the greatest intergenerational transfer of wealth in history. The next generation is tech-savvy and expects their advisors to be as well. Is your firm ready for the challenge? Our models are a tool that can help you adapt to this new norm in the financial advice world. 

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DIGITAL PORTFOLIO DEVELOPER

 

Want to put your own stamp on your clients’ portfolios, but still have access to cutting-edge products, investment thought leadership and technology? See how using WisdomTree models for your client’s portfolios with our portfolio construction services can help.

 

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