Tactical Asset Manager in Alberta
Wisdom of the
ages
,
technology of
tomorrow.
We blend human wisdom with modern AI, processing billions of data points daily to safeguard and grow your wealth.
To speak with an advisor who can help with your unique situation, please share the following information with us. A member of our team will reach out within two business days.
Concerned about the
performance
of your investment portfolio?
The uncertainty of market fluctuations can make it challenging to identify which investments are winning and which are not. This can leave you feeling anxious about your financial future.
In our Portfolio Review Session, exclusive for Alberta residents, we help you:
- Identify the ‘winners’ and ‘losers’ in your portfolio.
- Understand how it is possible to protect your money during uncertain times.
- Streamline your investment process with SIA Wealth.
Investment decisions can be emotional, but they don’t have to be.
At SIA Wealth, we use technology to perform billions of calculations everyday, to replace uncertainty with clarity and precision.
Maximize winners in your portfolio
Our approach adjusts to the market. This means we help you take advantage of the good times and protect your money during the bad times. With our True TacticalTM technology, each investment must compete to earn its spot in your portfolio, ensuring you have exposure to the top performers.
Our approach adjusts to the market. This means we help you take advantage of the good times and protect your money during the bad times. With our True TacticalTM technology, each investment must compete to earn its spot in your portfolio, ensuring you have exposure to the top performers.
Technology-powered, but people first
While we leverage our technology to manage your investments, we firmly believe in the value of a personal touch. Our team is here to guide you to provide as much or as little information as you need, exactly when you need it.
While we leverage our technology to manage your investments, we firmly believe in the value of a personal touch. Our team is here to guide you to provide as much or as little information as you need, exactly when you need it.
Trusted and Established
Since 2014, SIA Wealth Management has been a trusted name in Canada. We are registered in Alberta, Ontario, Manitoba, Saskatchewan, and British Columbia. We strictly adhere to industry regulations to ensure the security and integrity of your investments.
Since 2014, SIA Wealth Management has been a trusted name in Canada. We are registered in Alberta, Ontario, Manitoba, Saskatchewan, and British Columbia. We strictly adhere to industry regulations to ensure the security and integrity of your investments.
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Based right here in Alberta, we understand the unique financial needs and aspirations of our communities. Our mission is to bring you world-class investment strategies combined with technology, and above all, with a personal touch.
What makes SIA Wealth unique?
Case Studies
SIA Wealth True Tactical TM Technology in Action
Security Above All
Safeguarding Your Assets
We know that investing your hard-earned savings is a significant decision, so we make your security our top priority.
Your investments benefit from the same level of protection as those held with Canada’s major banks and financial institutions. Our custodian, Fidelity Clearing Canada ULC (FCC), is a member of the Canadian Investor Protection Fund (CIPF). For more details about CIPF coverage, please visit their website here.
At SIA Wealth, we do not handle your funds directly. Instead, we partner with Fidelity Clearing Canada ULC (FCC) - a well-established and respected financial institution - as the custodian to protect our clients' funds. FCC is regulated by the Investment Industry Regulatory Organization of Canada (IIROC), which oversees investment dealers and trading activity in Canada to protect investors. As an IIROC member, FCC adheres to strict rules and regulations regarding business conduct, financial operations, and trading practices.
As your account custodian, FCC is responsible for:
- Clearing and settling securities transactions
- Preparing and distributing account statements and transaction confirmations
- Receipt, custody (i.e., safekeeping) and delivery of cash and securities
- Extending margin credit (subject to approval)
At SIA Wealth, we take extensive measures to protect our clients' confidential information. This includes encrypting client data, shredding sensitive documents, regularly updating our security policies and procedures, and implementing two-factor authentication (2FA) whenever possible. If you have any questions about our security practices, please feel free to reach out to us.
Our Products
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Disclaimer: SIA Wealth Management Inc. (SIAWM) specifically represents that it does not give investment advice or advocate the purchase or sale of any security or investment whatsoever. This information has been prepared without regard to any particular investor’s investment objectives, financial situation, and needs. None of the information contained in this document constitutes an offer to sell or the solicitation of an offer to buy any security or other investment or an offer to provide investment services of any kind. As such, advisors and their clients should not act on any recommendation (express or implied) or information in this report without obtaining specific advice in relation to their accounts and should not rely on information herein as the primary basis for their investment decisions. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources, believed to be reliable. SIAWM nor its third party content providers make any representations or warranties or take any responsibility as to the accuracy or completeness of any recommendation or information contained herein and shall not be liable for any errors, inaccuracies or delays in content, or for any actions taken in reliance thereon. Any statements nonfactual in nature constitute only current opinions, which are subject to change without notice.
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Bow Valley Square 4, 250 - 6th Avenue SW,
Suite 1510, Calgary, AB T2P 3H7
- PH: (403)744-5190
- TF: (844)744-5190
Copyright © SIA Wealth Management Inc. 2024, All Rights Reserved.