Advisors have the opportunity to offer Vanguard ETFs to clients through online investment platform
PPI Valet, powered by WealthBar, is announcing the addition of new asset allocation ETFs from Vanguard Investments Canada Inc. as part of the platform’s investment offering. Through PPI Valet, advisors can offer these low cost ETFs to help clients meet their financial goals.
PPI Valet is a custom online investment platform that helps independent financial advisors and advisors in related industries grow their business. The platform allows advisors to access new investment opportunities including affordable, professionally managed portfolios for their clients. Vanguard Investments Canada Inc., a subsidiary of The Vanguard Group, Inc., is a leading investment and asset management company.
“Our new asset allocation ETFs are a simple yet sophisticated single-ticket and low-cost investment solution that features global diversification and regular rebalancing,” says Atul Tiwari, Managing Director for Vanguard Investments Canada Inc. “These ETFs are composed of seven core Vanguard index ETFs and offer a choice of three different risk profiles and are among the lowest cost solutions in their categories with a management fee of 0.22%.”
“We’re happy to introduce these funds to advisors and help meet their clients’ needs,” says Keith Newhook, National Vice-President of Investments for PPI Solutions. “Since its launch earlier this year, PPI Valet has sparked a lot of interest from advisors, and these new portfolios are one more example of how the platform is broadening its offering and continuing to grow with more high quality, low cost diversified portfolio options.”
“We are excited to start offering ETFs from Vanguard on PPI Valet,” says Neville Joanes, Chief Investment Officer at WealthBar. “Vanguard’s sophisticated investment solution aligns with our value of making high-quality and affordable investments accessible to investors.”
For more information, please visit https://www.ppivalet.ca/.