Investments

Investors give a lot of trust to their banks and financial advisors, often not asking or knowing how their investment strategies really work. At Vanta Group, we’re committed to transparency and maximizing performance. We educate our clients so that you know how we’re investing, what options are available to you, and how we can leverage those to optimize your portfolio. We focus our attention on what matters most to you: creating and optimizing your wealth.

➔ Access to best-in-class investment products
We have established strategic partnerships with the best portfolio managers from
across Canada. Get access to high-performing funds that would normally be that would normally be reserved for the ultra-high net worth investor.

➔ Low management fees
Management fees can have a big impact on the growth of your investments. By lowering your cost of investment, we help you get more out of your portfolio.

➔ An innovative technology platform
Investing with Vanta Group is simple with our digital onboarding process. Our web-based intuitive reporting dashboard shows you real-time portfolio performance in a way that you can easily understand.

➔ Relationships matter
Above all else, we value your trust. By getting to know you and what matters most, we can make proactive recommendations to get you to your financial goals, even as things change in your life and in the market.

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

There are a variety of different investment account types, we have the ability to service them all including:

• Registered Retirement Savings Plan (RRSP)
• Tax Free Savings Account (TFSA)
• Registered Education Savings Plan (RESP)
• Corporate Accounts
• Non-Registered Account
• Spousal Accounts
• Registered Retirement Income Fund (RRIF)
• Locked In Retirement Account (LIRA)
• Life Income Fund (LIF)
• Registered Disability Savings Plan (RDSP)