Smarter Investing

• Asset Allocation Portfolios:  The account minimum is $5,000. SciVest has created nine (9) unique, balanced, global Asset Allocation Portfolios that allow you to choose, with our guidance, a portfolio that best fits your particular investment goals and risk profile. Each SciVest Asset Allocation Portfolio offers the best level of long-term expected return for its targeted risk profile for the then current economic and market environment.

• Individual Stock Portfolios:  The account minimum varies by strategy starting at $12,000. SciVest has created eight (8) Individual Stock Portfolios established from three (3) unique, equity-based, investment strategies each specifically designed to meet specific investment objectives; Low Volatility Dividend Income, Growth of Dividend Income, and Price Momentum Strategies.

Your investment account is set up at one of our approved broker/custodians – currently either Interactive Brokers Canada Inc. or Aviso Wealth (Credential Qtrade Securities Inc). As broker they provide brokerage trade execution of your SciVest Direct Separately Managed Account security trades, and as custodian they hold and protect all of your separately managed account investment portfolio assets. The broker/custodian also provides all tax reporting, as well as Canadian Investor Protection Fund (“CIPF”) insurance on your SciVest Direct separately managed account. Our broker/custodians were chosen because of their large size, safety, service offering, and competitive pricing.

No. You will have no authority to trade the account yourself while SciVest is your investment advisor.  When setting up your investment account, an Investment Policy Statement (IPS) is constructed with your individual risk tolerances and investment objectives in mind. As it is your account and your money, and we are your fiduciary, we can discuss your IPS any time you wish and if deemed appropriate, we can change your asset mix in the direction that you wish. 

If you wish to trade yourself, we encourage clients to open a separate trading account! It just has to be independent from your SciVest account.  And yes, you can hold both accounts through the same custodian. 

No. At SciVest, we implement very strict stock selection and risk parameters to ensure clients have the best possible portfolios for their individual long-term needs. Should you wish to partake in your own personal trading style, we encourage you to do so in your own separate account.