Provisus Wealth Management

Financial Services • Toronto, Ontario, Canada • 11-20 Employees

Company overview

Headquarters	18 King St. East, Toronto, ON M5C 1C4, CA
Phone number	+14169331111
Website	provisus.ca
NAICS	52
SIC	672
Keywords	Corporate Class Pooled Funds, Customized Stock And Bond Portfolios, Etf Portfolios, Institutional Mandates
Founded	2007
Employees	11-20
Socials

Key Contact at Provisus Wealth Management

Chris Ambridge

President and Chief Investment Officer

Provisus Wealth Management Email Formats

Provisus Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@provisus.ca), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@provisus.ca	50%
{first name}{last name}	johndoe@provisus.ca	50%

About Provisus Wealth Management

Provisus enables independent financial advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms the ability to offer clients Separately Managed Accounts (customized stock and bond portfolios), ETF portfolios, Institutional mandates and corporate class pooled funds. Our core service is constructing and managing investment portfolios customized to each client’s unique needs. Clients from across Canada can benefit from a tax-efficient, tailor made investment portfolio. A team of registered portfolio managers will get an understanding of the client’s objectives and constraints through a questionnaire filled out by the client. From this we create, build and execute a portfolio of stocks and bonds tailored to their current and future needs. Provisus is unique in the market in that it is an impartial provider of investment services working with over a dozen money managers to ensure the portfolio is best suited for each client. It integrates the investment expertise of top-ranked asset managers, screened by our comprehensive quantitative and qualitative processes, to provide clients with beneficially owned equity and fixed income portfolios.

Provisus Wealth Management revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Provisus Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Provisus Wealth Management has never raised funding before.

Provisus Wealth Management Tech Stack

Discover the technologies and tools that power Provisus Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Google Tag Manager

Tag managers

jQuery

JavaScript libraries

PHP

Programming languages

Open Graph

Miscellaneous

Font Awesome

Font scripts

Flywheel

Hosting

WordPress

Blogs

ZURB Foundation

UI frameworks

OWL Carousel

JavaScript libraries

jQuery Migrate

JavaScript libraries

Frequently asked questions

Provisus Wealth Management is located in Toronto, Ontario, CA.

You can reach Provisus Wealth Management at +14169331111.

Provisus Wealth Management was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Provisus Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Provisus Wealth Management

Chris Ambridge

President and Chief Investment Officer

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