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Investment Portfolio

Investment Management

We create low-cost, tax-efficient portfolios to meet your individual needs.
Instead of gambling on a few individual securities, our portfolios follow a globally-diversified, evidence-based approach to capture market returns.

This approach helps us keep our fees low so you have more money to grow.

We ensure you have the correct asset allocation for your needs. We also ensure the correct choice and placement of assets in the appropriate account type to ensure maximum tax-efficiency. 

Your investment portfolio will be globally diversified according to your needs. We follow  an evidence-based approach. Instead of gambling on a few individual securities, your portfolio will contain thousands of securities diversified globally

Sometimes we can be our own worst enemies. People tend to react impulsively to recent news and events, and lose track of the big picture. When this happens people can make decisions that materially affect their long term goals. We help you stay the course and stick to your plan

As your investments grow it is important to stay on track. We continuously monitor your portfolio and rebalance you back to plan as market conditions change

We create portfolios using low cost F-class funds from Dimensional Fund Advisors (DFA), and exchange-traded funds (ETFs) from Vanguard, iShares and BMO. As new low-cost quality products emerge we may add them to portfolios. The decision about which funds to use in your portfolio will be made in consultation with your portfolio manager.

Portfolios <$100k

Since we absorb all trading and custodial costs for our clients at Virtual Brokers, we use "one-fund" solutions for accounts under $100k. This helps keep our costs low and service those with smaller account balances. As your account balance grows past $100k, we may add additional funds to help increase your tax efficiency. 

Portfolios >$100k

As your account grows we will use a combination of DFA, Vanguard, iShares, BMO and other similar funds to build your portfolio. The decision will be made in consultation with your portfolio manager and depend on your unique circumstances. 

In the pages below you can explore the different fund solutions that may be applicable to you from DFA, Vanguard, iShares and BMO.  

Dimensional Fund Advisors (DFA)

Vanguard Canada

iShares Canada


Online Investment Management

Register for Online Investment Management and create the perfect investment strategy for your goals.

Full Service Wealth Management

Schedule a meeting and begin your full service on-boarding with a portfolio manager. Minimum asset levels apply.

Contact Us

Questions? Contact us via email, telephone or schedule a meeting.