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Justwealth Financial Inc.
Address
1 Yonge Street
Suite 1801
Toronto,
Ontario M5E 1W7
Toll Free:
(866) 407 - 5878
info@justwealth.com
www.justwealth.com
Principal Contacts
Andrew Kirkland
President
Tel: (866) 407 - 5878
andrew@justwealth.com
James Gauthier
CIO
Tel: (866) 407 - 5878
james@justwealth.com
Client Minimums
Private: $5,000
Institutional: $5,000
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - First Nations
- Institutional Investor - Other
Provinces of Business
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
- Ontario*
- Prince Edward Island
- Quebec
- Saskatchewan
* indicates a physical location in this province
A Smarter Way to Invest
We make investing easy, convenient and affordable. Deal directly with a Justwealth Personal Portfolio Manager and we will get you invested in one or more of our intelligently-designed portfolios and create a financial plan that is right for you.
Investment Expertise and Innovation
The Investment Professionals at Justwealth have previously been entrusted with the stewardship of billions of dollars of client assets on behalf of large Canadian financial institutions. We believe that our specialization in asset allocation and account management will allow us to manage your wealth prudently and effectively.
Just Commitment to Our Clients
We pledge to treat all clients fairly, honestly, and to always act in good faith. We do not: purchase any products for our clients which pay a commission or trailer fee to Justwealth; accept any referral fees. All investment decisions are unbiased and made in the best interest of the client.
Personal Portfolio Management
Every client of Justwealth will have a dedicated Portfolio Manager and support team to help you manage your wealth. We will take the time to fully understand your financial objectives and work with you to reach your goals.
Cost-Effective Solutions
Over time, investment fees can have a devastating negative impact on your overall wealth. Our direct-to-market business model bypasses layers of fees and corporate inefficiencies which lowers your costs and keeps more of your money working for you.
Online Convenience
Our signup process is quick and easy. Once you are set up, you can keep track of your investments anytime through your computer, tablet or smartphone. Our friendly staff will always respond to you quickly, professionally and at your convenience.
Safety and Security
We encrypt all information transmitted from our web server, store all data on secure servers, and have processes and procedures for securing and storing data. We protect the privacy of your information and will never share your data with any third party without your permission.