First Pay-for-Performance™ Wealth Management Service in Canada hits key milestones

by Transcend

First Pay-for-Performance™ Wealth Management Service in Canada hits key milestones

TORONTO, ON, May 10, 2017 — A year after an exciting launch to the Canadian market, Transcend, a financial services offering under Provisus Wealth Management, hits two key milestones on rankings and awards.

Earlier this year, Provisus’ Transcend Managed Assets Program was acknowledged as the 11th largest Separately Managed Account (SMA) program in Canada by Strategic Insight, a 20 year-old company that provides critical and proprietary data, business intelligence, and research to the global asset management community.

Additionally, Transcend was  recently listed as a finalist for the Wealth Professional Awards, under the category of, The Award For Digital Innovation and Marketing. The awards gala is organized by Wealth Professional, an online and print financial industry news publication. 

“We are extremely pleased with the results of our Transcend program,” said Chris Ambridge, President of Transcend. “The recognition shows the strength of our service offering in a competitive Canadian market. It also demonstrates the hard work of our team to continually better service our clients,” Ambridge said.

Transcend is pleased to be listed among other notable financial platforms and businesses on June 1st at the Liberty Grand in Toronto.

Transcend was established as the First Pay-for-Performance™ Financial Planning and Wealth Management Service launched in Canada.

For more information, visit transcend.ca. Financial advisors can visit transcend.ca/advisor


 

About Transcend and Provisus
Transcend was created by Provisus Wealth Management Limited to offer Canadians flexible financial planning services. Transcend Private Client provides a Pay-for-Performance™ service, delivering sophisticated investment management for a low cost. Provisus manages $450 million in private client assets and has been offering investment management services since 2007.