Justwealth Advisor Services
Justwealth Advisor Services is a leading online portfolio management solution for independent Canadian Financial Advisors
Be Independent! Partner with Justwealth!
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GET STARTEDWhat Justwealth Advisor Services Does for You:
Transform Your Business & Take Control of Its Future
Manage Your Clients with Justwealth's Easy-to-Use Advisor Platform
Access Industry-leading Investment Solutions:
Low-cost, ETF portfolios that your clients are asking for
Maximize Time:
Free up more time to service clients and build new relationships
Maximize Revenue:
Earn an ongoing, monthly referral fee that grows with your AUM
Minimize Administration & Regulation:
Justwealth handles all related compliance
Increase Your Online Presence:
Access our Advisor Portal, online tools, a co-branded website and marketing guides
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GET STARTEDWhat Justwealth Advisor Services Does for Your Clients:
Boost Your Client Service Model
Our Full-Service Client Team Works Hand-in-Hand with You.
Plus so much more...
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GET STARTEDWho are Justwealth's Clients?
Justwealth provides solutions that fit a wide array of clients
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GET STARTEDJustwealth: An Industry Leading Portfolio Manager
"Justwealth boasts the widest selection of portfolios, a flesh-and-blood advisor to help sort out the options, reasonable fees and consistent top-tier returns."
Moneysense.ca, Feb 13, 2025 – Best robo-advisors in Canada for 2025
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For the fourth straight year, Justwealth had the highest five-year after-fee annualized total returns for the growth portfolio
Globe and Mail, Nov 28 2024 – The Globe and Mail's 2024 Robo-Adviser Guide
Five-Year After-Fee Annualized
Total Returns for the Growth Portfolio
(for period ending Sept. 30, 2024)
To Learn More About Our Portfolios and to View Performance, Click the Links Below
Make Your Move to Justwealth a Success!
Moving your financial practice to the independent model is a transformational change with the potential to offer huge benefits to you and your clients.
Advisors with large books of business to move face unique challenges. Justwealth is a nimble partner with a proven track-record guiding Advisors to independence.
Preparation: A Strategic Start
We begin working with you months before your decision to ensure the independent model is right for you.
We highlight the benefits and the risks; we will connect you with our network of Advisors to provide real, unvarnished feedback about Justwealth and the independent model.
Once you decide to move forward, we leverage our experience to provide you with actionable advice and helpful tools that prepare you for a successful transition.
Communication: Keeping Clients Informed
Given the importance of your decision our bias is towards more communication, not less.
Communicating early and often is key to a smooth process for everyone involved, especially clients.
We'll help you craft the right messaging and communication strategy.
Execution: Your Success = Our Priority
Our team is headed by industry veterans with a history of working on complex transactions.
We are nimble! When challenges arise, we'll collaborate with you to find solutions.
Your practice and your clients are unique, so we customize our approach to your needs. Place your trust in Justwealth.
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DOWNLOAD OUR GUIDEReady to Partner:
GET STARTEDHave a question? Call us at 1.866.407.JUST
Justwealth Financial Inc., operating as Justwealth, is a registered Portfolio Manager in the provinces of British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick, Prince Edward Island, Nova Scotia, Newfoundland & Labrador, and Yukon. By using this website, you accept our Terms of Use and Privacy Policy. Copyright 2025 Justwealth Financial Inc. All rights reserved.