Investments

What do we do?

Focused on your financial growth - We think about your wealth differently. We understand that like life, you should have a financial plan that changes and adapts with you. At Vanta Group, we are committed to knowing your goals, transparency and maximizing performance. Our focus is on creating and optimizing your wealth, so you can focus on the things that matter most to you.

What does this look like for you?

  • Let us know your financial
    goals and needs

  • We create an investment and
    financial plan specific for you

  • Now you can sit back
    while we do the work

What makes Vanta special?

Best-In-Class Investment
Products

We have established strategic partnerships with the best portfolio managers from across Canada. You will have access to high-performing funds that would normally be reserved for the ultra-high net worth investor.

Low Management
Fees

Lowering your fees can drastically impact the long-term growth of your portfolio, and we want to help you get the most out of your portfolio by charging lower fees than most competitors.

Independence
Matters

Being an idependent firm, we have access to over 25,000 funds so we can create a portfolio best suited for you. This is unlike large financial institutions who only have access to a small selection of funds.

Innovative
Technology

We want to make things simple. Onboarding is made easy for you with our digitallybased processes. Your online dashboard shows you real-time portfolio performance in a way that you can easily understand.

High-Performance Investment Strategies

We design signature portfolios that are uniquely positioned to deliver results based on your investment goals and your risk tolerance.

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FAQs

Our fees depend on the strategy that is created for you. All in investment fees will range from 1.0% - 1.6%.

We make our fees very competitive in the industry. We diligently select high performing funds with lower fees to help you achieve the best value for your money.

We are held to the same regulatory standards as any large Canadian bank with the same safeguards in place. We have a legal responsibility to put the client's interests first, even above our own.

We pride ourselves in our outstanding service. The Vanta team is committed to transparency and educating our clients on their investments. We understand we may not be a fit for everyone, however, we make it a goal to build honest and reliable relationships with all our clients.

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