AUM (Assets Under Management) refers to the management of your investments by a team of professionals. Our referral partners will tailor a portfolio based on your risk tolerance, financial goals, and long-term objectives. They actively manage and monitor your investments to maximize returns and manage risk.

Absolutely. At Wealthverse Investments, our Senior Portfolio Manager has access to a wide range of investments — far beyond traditional mutual funds. This includes individual stocks, ETFs, GICs, bonds, structured notes, hedge funds, and institutional opportunities in alternative assets.

We specialize in private equity, private credit, and private real estate — asset classes designed to produce equity-like returns with less volatility and risk. These opportunities are typically reserved for high-net-worth and institutional investors.

Whether you have specific assets in mind or are looking for guidance, we conduct thorough market research to recommend options aligned with your goals, risk profile, and long-term strategy. The focus is always on helping you make informed, high-impact financial decisions with confidence.

Our team is backed by top-tier credentials. Jason Petrick is a Chartered Portfolio Manager with discretionary management authority — the highest level of investment registration in Canada. He is licensed to trade options and derivatives, holds the Fellow of the Canadian Securities Institute (FCSI) designation, and serves as a Portfolio Manager Supervisor. This means he not only manages portfolios at the highest standard but also supervises other portfolio managers, ensuring compliance and excellence across the board. With his deep expertise and access to capital markets, you’re in exceptional hands when it comes to advanced and strategic investment planning.

Our referral partners are regulated through CIRO and assets under management are protected by CIPF. The coverage is:

- $1 million for all general accounts combined (such as cash accounts, margin accounts, TFSAs and FHSAs), plus

- $1 million for all registered retirement accounts combined (such as RRSPs, RRIFs and LIFs), plus

- $1 million for all registered education savings plans (RESPs) combined where the client is the subscriber of the plan.

Absolutely! The investment advisors are here to work with you to create a portfolio that’s tailored to your financial goals, risk tolerance, and lifestyle needs. They don’t believe in a one-size-fits-all approach. Instead, they'll get to know what matters to you and offer options that align with your unique vision for the future.

Large corporate firms can only offer their limited product shelf and/or proprietary funds, whereas as an Independent firm they are not restricted to any mutual fund, stock, or ETF, allowing clients to diversify their portfolio with various holding types that helps them meet their financial goals.