Launch of Canada’s first ‘goal-based’ online investment advisor

by Invisor Last updated on May 19, 2015 Tags: Market & News Updates

Canadians now have a new way to invest with today’s launch of, the first goal-based online investment management service.

Invisor offers investors personalized online investment management at a fraction of the cost of a traditional financial advisor, with no minimum investment amounts required. As a completely independent investment management company, Invisor offers a full, unbiased view of the market and constructs portfolios using investment products best suited to a client’s specific needs.

The key difference between Invisor and other “robo-advisor” websites is the goal-based approach to investing. Investors start with a free goal-based investment plan before opening an account online. Instead of thinking about where to invest, such as an RRSP or TFSA, or what investment products to purchase, Invisor considers a client’s goals and recommends a customized portfolio built using low-cost mutual funds and exchange-traded funds (ETFs) to help reach those goals.

Take the goal-based questionnaire now.

“Through our experience as financial professionals with large companies, we saw that many Canadians aren’t receiving great investment advice,” said Pramod Udiaver, Invisor co-founder and CEO. “We are financial professionals providing an easy, straightforward approach to investing and using technology to deliver a better client experience.”

Many Canadians pay over 2.5 per cent in costs every year to invest in mutual funds. In some cases, these costs can be as high as 2.9 per cent. “Unfortunately, most investors are unaware of these costs, as they are buried within fund products,” said Dan Poole, co-founder and COO of Invisor. “Using Invisor’s services, investors can save as much as 65 per cent of those costs, meaning more money remains invested in their portfolios and puts them in a better position to achieve their financial goals sooner.”

The Invisor Board of Directors consists of three financial services professionals with many years of experience in the industry. “All Canadians deserve access to professional investment management services that until now were only available to institutional and high net worth investors,” said Terry Jackson, Chair of the Board at Invisor. “I am proud to be part of a company dedicated to delivering affordable investment management services and helping people reach their financial goals through a great client experience.”

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Invisor offers Canadian investors personalized investment management solutions at a fraction of the cost of traditional advisor models, without requiring any minimum investment amounts. Get started now to tell us a little about yourself and your goals, and we’ll find an investment solution just right for you.

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