Smarter Investing

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• 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 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, and 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 you to open your own trading account! It just has to be separate from your SciVest account.

It is quite simple and we generally take care of that for our clients.  However, it's pretty easy to do yourself if you chose to.  Whichever method is most comfortable for you. 

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.