Ultra-Low Fees, Exceptional Quality, for Everyone.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SciVest Direct offers world-class, investment management solutions to the “everyday” investor at an industry-leading affordable price.

 

We deliver access to account structures and investment strategies with a level of quality that is usually reserved for ultra-wealthy individual investors - all at wholesale prices. 

 

 
 

SciVest Direct Investment Fee Schedule

Relationship Size ($) Investment Management Fee (% per annum)
$20,000 to $100,000
0.49%
$100,000 to $500,000
0.44%
$500,000 to $1,000,000
0.39%
$1,000,000 to $2,500,000
0.34%
>$2,500,000
0.29%

Family & Friends Group "myTeam" Pricing Plan

Family members and close friends enjoy the benefit of our Family & Friends Group Pricing Plan. Create a Family & Friends Group of up to 6 individuals and benefit from pooling your overall asset size to lower each of your Investment Management Fees. Form your myTeam Group and save even more!

How Can We Offer Such Low Fees?

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Extensive use of technology

SciVest Direct SMA is essentially on “auto-pilot” – SciVest takes care of all investment analysis, portfolio rebalancing, investment reporting, and continues to ensure that your SMA performs in a manner that is consistent with your IPS.

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We focus only on superior investment management

With SciVest Direct you pay only for our world-class investment management services, not for all the other services included in most full-service offerings, and as a result our all-in client account fees and expenses are among the lowest in Canada.

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A select range of premium investment strategies

Think of SciVest Direct as the “Costco Wholesale of the investment industry” – nothing fancy, very few extras, just the best investment management at the lowest price. We believe SciVest Direct delivers premium quality investment management with an institutional level of reporting and transparency, yet is offered to almost all retail investors regardless of their net worth.

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No additional services, bells or whistles

With SciVest Direct, you only pay for our top-tier investment management services, avoiding the extra costs associated with typical full-service packages. This keeps our overall client account fees and expenses among the lowest in Canada. 

 

 

 

 

 

Get Started Today! 

Welcome to the future of investing! 

CFA Society PMAC OSC CIPF member CIRO CFP FCAA ALBERTA Securities Commission BC Securities Commission