Financial advisors can now access Forstrong investment strategies through Wealthsimple’s convenient, cost-effective platform
Wealthsimple for Advisors has partnered with Forstrong Global Asset Management Inc. Through Wealthsimple for Advisors, financial advisors can now invest their clients’ assets in any of Forstrong’s seven actively managed investment strategies while benefitting from Wealthsimple’s convenient, cost-effective platform.
Forstrong has one of the longest track records managing globally balanced ETF portfolios, dating back to 2001. A commitment to risk management has enabled them to protect client assets during challenging markets like the 2008 global financial crisis, the 2011 Euro debt crisis and 2014 commodity bear market. Through Wealthsimple for Advisors, financial advisors can invest client assets in Forstrong portfolios with no minimum account size and no trading fees.
“The investment advice industry is undergoing a shift in which the drive to lower costs is very important,” said Dave Nugent, Head of Investments, Wealthsimple for Advisors. “We can achieve significantly greater efficiencies through technology, creating a great experience for both the client and the advisor, regardless of their investment strategy.”
Wealthsimple for Advisors offers a cost-effective platform for advisors to manage their clients’ accounts, making managing compliance, investment management and client communications simple and seamless. Through its fully-owned brokerage, ShareOwner, Wealthsimple controls the end-to-end investing experience, allowing advisors to onboard clients within 24 hours.
“Wealthsimple’s platform is a great solution for efficiently delivering our investment strategies to advisors of any dollar amount,” said Tyler Mordy, President and Chief Investment Officer, Forstrong Global. “Through this partnership, we can focus on delivering the best risk adjusted returns to our clients.”
Advisors can learn more about Wealthsimple for Advisors and Forstrong and book a demo by visiting wealthsimple.com/advisors.