Redefining Portfolio Management and Financial Planning
All in One Place
Get a second opinion on demand
Grade your portfolios on 6 dimensions: performance, downside protection, diversification, fund fees, income, and ESG
Our intuitive portfolio and planning tools help you understand your investments and develop your retirement goals, including a drawdown plan.
Receive a Wealthscope Portfolio Scorecard
and all the relevant portfolio analytics for an individual investment account, a select group of accounts, or an aggregate of all your accounts
Understand your portfolio risk and
risk drivers, including ESG, so that you will not be caught off guard by another market downturn
Set your retirement objectives. See how much you need to start saving now and how this amount changes with different investment options
Compare your portfolio to benchmarks, peers, and hypothetical scenarios
We do not manage money and therefore are not looking to sell you anything.
We are your objective voice in the industry.
I really like the aggregation of all my accounts so I can evaluate diversification and portfolio risk on an overall portfolio basis as opposed to account basis that the banks do.
John K., Investor and Wealthscope user
The latest attempt to provide second opinions may just be the greatest: a website called Wealthscope, where investors and advisers can put their existing portfolios through a brisk, thorough workout, or test their own ideas for portfolio building.
Rob Carrick, The Globe and Mail
The Wealthscope solution is easy to use, and will help investors reduce costs. It provides a lot more portfolio and risk analytics than anything that I have seen on the retail market.
Preet Banerjee, Personal Finance Expert
(Wealthscope) has been tremendously helpful in validating my investment strategy and exposing areas for improvement.
Brenda L, Investor and Wealthscope user