a smart, easy way to build wealth.
Offering convenience and expert advice is our middle name. (Well, not really, but we wish!) To continue to live up to our standard for excellence, we’ve partnered with Aviso to offer VirtualWealth®, a cutting-edge digital wealth solution.
VirtualWealth is for people who want a simple, low-cost way to build wealth without spending time selecting, monitoring, and rebalancing their investments. With VirtualWealth you get expert management with low fees, to help you achieve your financial goals.
Getting started is quick and easy! All you have to do is share a little bit about yourself, use the handy goal-based savings calculators and questionnaire to define your savings target, and then decide how much to invest. Then the experts come in! VirtualWealth will help you choose the investment portfolio that best matches your needs, your timeline, and your comfort zone for risk.
From there, it’s up to the experienced team at VirtualWealth: they will monitor your investments, so you don’t have to.
Whoa, wait. “But, what about Sunova’s highly knowledgeable and friendly wealth management team?” you may ask? Don’t worry! VirtualWealth won’t replace our great bunch; it simply provides another option for you when it comes to managing your money. (And who doesn’t love more choices?).
Here is a quick summary of the pretty sweet benefits you can take advantage of if you join VirtualWealth today.
It’s all in the mix.
Investing success largely depends on asset allocation and diversification—holding a strategic mix of investments from different industries and economic regions. With VirtualWealth, your money is invested in Canadian, U.S., and global stocks and bonds, through the use of ETFs (exchange-traded funds). ETFs are low-cost, diversified and efficient investments for your portfolio.
Spend less, save more!
With VirtualWealth, you pay a single low fee, based on a percentage of assets. Plus, for non-registered accounts, the fee is tax deductible. (Consult your tax specialist for more info.) A lower fee allows you to keep more of your money invested, so you can save more and reach your investment goals faster. Check the VirtualWealth website for the complete fee schedule.
Straightforward account information is always available. You can track your progress, see all account activity, and update your personal information whenever you like. If you have questions, knowledgeable support from a registered representative is available by phone or email.
Stay on track.
It’s important to know that your VirtualWealth portfolio is continuously monitored. If market forces shift your asset allocation, your portfolio is automatically rebalanced so it stays aligned with your personal target mix. This is an important part of our investing service, which ensures you maintain your risk profile and stay on track.
It only takes a few minutes to open an account!
Tell us about yourself.
Complete the simple, goals-based questionnaire, and then view your customized portfolio proposal.
Upload your documents.
Confirm your ID and provide your e-signature.
Fund your account.
Use electronic funds transfer or bill payment from your financial institution. Or, transfer in cash from another investment account. You can also set up automatic, monthly contributions to ensure you save and invest regularly.