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.

The Senior Portfolio Manager who works with referred clients, 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. It may also include 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, thorough market research is performed 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. It is the Portfolio Manager’s job to discuss which products are most suitable for you.

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. Please visit their website, or discuss coverage when discussion your investments.

Absolutely! Your portfolio will be tailored to your financial goals, risk tolerance, and lifestyle needs. There is no one-size-fits-all approach. Instead, your portfolio will be geared to what matters to you and offer options that align with your unique vision for the future.

Independent firms seek to provide autonomy and flexibility with the investment professionals. This allows them to create unique processes, and pursue portfolio management methodology and research processes unique to their expertise and skillset. Wealthverse selected an independent firm to refer clients to knowing that their Portfolio Manager would be able to create a customized experience for clients