Justwealth Financial announces launch of Justwealth Institutional to partner with Financial Advisors, Businesses, and Not-for-Profit Organizations

New platform will extend Justwealth’s sophisticated portfolio management to several new classes of Canadian investors through targeted offerings

Toronto, Ontario, CANADA

TORONTO, Jan. 26, 2018 (GLOBE NEWSWIRE) -- Justwealth, a leading independent Canadian robo-advisor, has announced the launch of Justwealth Institutional www.justwealth.com/jwi.

Justwealth Institutional has developed targeted partnership programs that make Justwealth’s low-cost, professionally-managed ETF portfolios, efficient robo-advisor technology and investment sophistication broadly available:

  • Financial Advisor Program: partners with Advisors & Dealers to offer investment management on a referral basis
  • Group RRSP Program: partners with Plan Sponsors to offer investment services for employees
  • Corporate Treasury Program: partners with small & medium-sized businesses to manage treasury and investment accounts specific to internal investment guidelines
  • Not-for-Profits Program: partners with not-for-profits to manage customized portfolios that meet their specific investment objectives

Justwealth offers more portfolios than any other Canadian robo-advisor by a wide margin, with over 60 portfolios conveniently grouped into five Portfolio Families: Canadian Growth, Global Growth, Income, US Dollar & RESP Target Date. Through Justwealth Institutional’s partnership programs, now more Canadian investors will have access to these portfolios, as well as customized offerings for larger corporate accounts and not-for-profits.

“Justwealth Institutional is a continuation of our mission to provide smart, honest and cost-effective investment management to Canadians,” said Andrew Kirkland, President of Justwealth. “While we have had success with our direct-to-consumer offering, we recognize the efficiencies that can be gained by partnering with Advisors and institutional investors. We believe that our low-cost approach to investing, advanced technology and vast experience in managing and servicing sophisticated investors can improve the outcomes of our partners and their clients or stakeholder. A true win-win outcome.”

“This launch is the result of significant incoming demand from the investment community and we are happy to be able to partner with new classes of forward-thinking investors,” said Richard Burton-Williams, Head of Justwealth Institutional. “We believe that the robo-advisor industry is just scratching the surface of how we can improve investment outcomes for the entire Canadian investor community. We see significant value in incorporating our solutions with end-users in all four of our partnership programs.”

As announced on November 9th, 2017, Justwealth Financial’s ground-breaking partnership with Vexo Technology Solutions will fall under the banner of Justwealth Institutional. Vexo’s ETFBahn™ platform will provide Mutual Fund Advisors with access to Justwealth’s professionally-managed ETF portfolios.

For more information on Justwealth Institutional, please go to www.justwealth.com/jwi.

About Justwealth Financial Inc.

Justwealth is Canada's most comprehensive online portfolio management platform, offering over 60 different portfolios, customized to meet each investor's needs and goals. Justwealth was founded by investment industry experts looking to change the way investment services are provided in Canada, and to treat clients as they themselves would like to be treated: Justly! Justwealth is registered to serve residents in all ten Canadian provinces.

For media inquiries, contact:

Andrew Kirkland
(647) 535-5878
Richard Burton-Williams
Head of Justwealth Institutional
(647) 294-1593