Who We Are
Index Wealth Management Inc., is an independent portfolio manager with offices in Vancouver, Calgary and Winnipeg.
Our firm provides discretionary investment management and wealth planning services for individuals, foundations and non-profit
Our clients desire a long-term personal relationship with a portfolio manager that results in a true understanding of their investment
needs and goals.
We manage our client portfolios utilizing an investment philosophy which maximizes the benefits of Exchange Traded Funds
(ETFs) as the core holdings. Depending on a clients investment goals, objectives and "risk comfort zone", these ETFs can then be
combined with equity option strategies to enhance income or reduce the volatility of the annual return of a portfolio.
Contact Us: Winnipeg: 1.855.989.6200 / Calgary: 1.855.804.3582 / Vancouver: 1.604.609.6177