One of our most competitive offerings, we are very unique with how we handle Wealth Management.
Your View360 Advisor will combine its experience and knowledge with a wealth resource team consisting of specialists from top wealth management firms and life insurance companies.
View360 Insurance Advisory is here to ensure that you are getting the best unbiased advice, service and fees given your situation. In addition to regular diversification across asset classes, we help you diversify across firms, insurance companies, and Advisor specialty!
The Results: Higher risk adjusted returns after fees combined with better service!
Some of the specialist firms that we work with are: Connor Clark & Lunn, Newport Private Wealth, BMO Insurance, Sunlife Financial, Canada Life and Manulife.
We do not accept money in house, your money is always protected and managed through a 3rd party custodian.