Digital Wealth Specialists: The Best of Digital and In-Person Advice

Clients at Innovation Wealth in partnership with Aviso Wealth can now enjoy even greater benefits with the addition of digital advice services to complement our traditional wealth services offering. Our team of dedicated Digital Wealth Specialists skillfully combine the use of financial tools and digital interactions with clients to deliver personalized wealth planning through in-person, phone, and video chat.

Innovation Wealth’s Digital Wealth Management service is convenient digital access to high-quality dedicated wealth management advice - no matter where you are. This offering helps our Digital Wealth Specialists deliver what they are best at: quality advice, guidance, and insights.

As a customer, you’ll benefit from an investment roadmap that adapts to changing market conditions.

What’s in it for you?

Digital Wealth Management provides the best of digital convenience and high-quality remote advice with a human touch and insights.

Here’s a look at its digital offerings:

• Empowers investors for DIY activities through Qtrade Direct Investing®

Thanks to digital tools and automated investment processes that simplify investing, clients can execute decisions themselves.

• Real-time updates

Digital dashboards, alerts, and tools, that help you enjoy real time updates.

• Easy advisor access

Digital interactions, such as video conferences, ensure seamless access to dedicated and specialized financial advice.

• Comprehensive wealth planning

This is facilitated by this hybrid model that helps you and Digital Wealth Specialists in ensuring a 360-degree supervision of your wealth portfolio. Digital Wealth Managers provide financial advice and support just like in-person advisors. However, their role creates greater accessibility for customers preferring digital convenience.

Innovation Wealth can Make the Difference

Our dedicated team at Innovation Wealth can make all the difference. Here’s how we deliver higher value-added wealth management services – now offered digitally:

• Accessibility

Our team of advisors are readily available (in-person, phone or video) to address the questions related to your wealth management goals.

• Personalized wealth roadmap

We help lay out your personalized wealth management roadmap and help you implement the plan with the help of the latest applications of financial technologies, digital portfolio management and other tools.

• Quality service and experience

The combination of digital wealth management tools and in-person interactions helps you maintain peace of mind during possible market instability and ensures that you stay confident - and on course.

• Proactive advice

Our specialists proactively help you with research-based insights and advice. This not only involves making investments with the convenience of digital and seamless investment processes, but also guidance in key areas like portfolio rebalancing.

But, what is portfolio rebalancing?

Portfolio rebalancing is moving your money between investments so you can maintain the perfect balance to help you achieve your financial goals.

Reach out today

Digital wealth management services bring numerous advantages, giving you the best of both in-person and digital service.

Contact one of our Digital Wealth Specialists by calling us at 1.833.816.2010 or send us a message by emailing mysupport@innovationwealth.ca or reach out to one of us directly.