Investors and advisors can now access Shaunessy Investment Counsel’s (SIC) proven, institutional, global investment strategy and diversify their portfolio through the Wealthsimple for Advisors platform.
Wealthsimple’s online platform offers a fantastic user experience at a low cost, no minimum account sizes, and provides users the ability to deposit additional funds with ease.
Here are a few tips to get started investing in a SIC Portfolio through Wealthsimple:
- Click this link
- Fill out the Online Application – Complete the questionnaire.
- Link to Your Bank Account – Verify your profile by connecting your bank account through secure online authentication. Your banking information can also be verified by simply uploading a bank statement, screenshot of your bank account or a void cheque.
- Almost done – Once you have a verified Wealthsimple profile, open an account and fund it.
- Invest with Ease – Any funded account in your profile will be automatically invested in a SIC Global Multi-Asset Portfolio.
We are excited to offer the SIC Global Multi-Asset Portfolio through Wealthsimple and want to make the experience as pleasurable as possible. If you have any questions or problems opening an account, please contact the Wealthsimple Relationship Management team at 855-255-9038 or email firstname.lastname@example.org.