Ever wanted the ease and convenience of a robo advisor with the benefits of an active portfolio manager?
Now you can have the best of both worlds!
This new investment program from First Foundation, Wealthsimple, and Croft Financial provides the following benefits:
- Active portfolio management with sophisticated option strategies for risk management and income generation
- Wealth management solutions implemented to the highest standard of care
- Exceptional long-term track record
- Award winning personalized financial planning services
- Wealthsimple technology for easy account setup and management
- All available account types including RRSP, TFSA, RESP & RRIF
First Foundation is very excited to be able to offer this new program to our clients. We think that the expertise of a professional portfolio manager like Croft Financial, in combination with the excellent robo advisor technology platform that Wealthsimple offers is a combination that can't be beat. We're always looking for ways to deliver great value to our clients and this is a perfect example.
Don't settle for what the banks have to offer. We think you'll find that better options exist outside the bank and First Foundation is a leader in bringing those options to you.
Contact Tyler Pfeiffer at First Foundation today to learn more and to open an account: