CanInvest Insights stands out due to our:
Tailored, personalized approach to investment management and consulting
Expertise in the Canadian market and investment landscape
Collaborative, client-focused culture that prioritizes open communication and transparency
Commitment to continuous learning and innovation
Strong track record of success and client satisfaction

CanInvest Insights is committed to protecting the confidentiality and security of our clients' information. We maintain robust security measures, including:
Encryption for data at rest and in transit
Secure data storage and backup
Strict access controls and user authentication
Regular security audits and penetration testing
Compliance with relevant regulations, such as the Personal Information Protection and Electronic Documents Act (PIPEDA)
Our team is trained on data protection best practices, and we conduct regular training sessions to ensure that our security measures remain effective.

Our investment management fees are typically charged as a percentage of assets under management (AUM). The exact fee structure will depend on the specific services provided and the complexity of the client's needs. Our team will work with you to determine the most appropriate fee structure for your situation.
We offer transparent and competitive pricing, and our fee structures are designed to align our interests with those of our clients.

Our consulting fees are typically charged on an hourly, daily, or project basis, depending on the nature and scope of the engagement. Our team will provide you with a detailed proposal outlining the expected fees, timeline, and deliverables for your specific consulting project.

Yes, we offer complimentary initial consultations to understand your unique investment needs, business challenges, or consulting requirements. During this consultation, we can discuss our services and determine the best approach for your situation. However, please note that in-depth assessments or detailed service proposals may incur a fee.