The fee includes regular portfolio monitoring and rebalancing, portfolio management by experience professionals, market updates and reviews of your portfolio’s performance, no trading or admin fees.ĮTF management fees are additional. Invisor has one flat fee for all accounts: 0.50% with no minimum investment required. Just like other robo advisors, since Invisor is utilizing technology and doesn’t employ expensive investment sales professionals, the fees are much lower than traditional management expense ratios (in Canada these can be upwards of 2.5%-3%!) Or maybe they will have a more favourable rate! Fees Again, a note that iA Financial Group is the parent of Invisor so make sure read all the fine print.
Insurance products are sourced from RBC Insurance, iA Financial Group, BMO Insurance, Manulife, Canada Life and Empire Life so you can be assured the policies are from reputable insurance companies. ServicesĪ differentiator from other robo advisors, Invisor offers life and health insurance products. You can read more about the portfolios on Invisor’s website under the portfolio page.
All Equity (ZLB, VTI, ZGI, VWO, VEA, cash) 11% return since inception. Growth (VTI, ZGI, VWO, VEA, ZAG, ZHY, cash) 9.8% return since inception. Balanced Growth (ZGI, VTI, VEA, VWO, ZAG, ZHY, cash) 8.5% return since inception. Balanced (HDV, VTI, VEA, ZAG, ZHY, ZIC, cash) 7.6% return since inception. Balanced Income (HDV, VEA, ZAG, ZHY, ZIC, XRB, DXP, cash) 6.1% return since inception. Conservative Income (HDV, VEA, VSB, ZAG, ZIC, XRB, DXP, cash) 4.7% return since inception. Safety (ZFS, PSA, cash) 0.5% return since inception. Non-Registered Account (Trading Account)īased on the information on Invisor’s website, they offer 6 different portfolios including:. Invisor offers the following investment accounts: Accounts, Investment Portfolios & Services Offered by Invisor Accounts You can learn more about the Invisor team and Board on their team page. I don’t think this is necessarily a bad thing! As a customer of Invisor you might get favorable pricing for other products offered by Alliance Insurance & Financial Services, however I’m not sure at this point. Interestingly enough, the Board of Directors at Invisor is comprised of Alliance Insurance employees with the exception of the Invisor President and Senior Vice President. What this means is that Invisor will sell products or provide products from Alliance Insurance & Financial Services. Invisor was launched in 2014 with the simple goal of “ making wealth management m ore accessible to Canadians.” Invisor is actually an affiliate company of Alliance Insurance & Financial Services Inc. Use offer code: ‘MINVESTOR18’ Who is Invisor? Until Jwhen you open an account of $5,000 or more you’ll get $100! Click the link here to claim the offer. In that post, you’ll also find a list of the most popular robo advisors in Canada. 
If you don’t know what a robo advisor is, check out my overview of the robo advisor world. Invisor – “Much more than a robo advisor”Ĭontinuing on our review of Canada’s robo advisors, this article features one of those companies: Invisor.
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