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Invest For Generations
We provide a team-based approach to managing wealth for people, supported by technology and domain expertise.
Our various advisor teams have different geographic coverage regions or specialization based on the types of clients (business families, professionals, trades, farmers, indigenous nations).
Here is how we can work together
Invest With Our Advisors
Clients can work with any one of the independent advisor teams at Hoovest Financial Inc.
Explore the various investment counsel teams to find the suitable advisor for you.
Online Advisor Platform
Our Corex Financial platform offers an enhanced robo-advisor solution to clients who work with our joint advisors (referral partners) who are insurance advisors, accountants, or faith- or community-based organizations.
Institutional Services
We have special service teams that have experience serving family offices, indigenous nations, and corporations.
We create customized portfolios and investment solutions by considering cash flow and capital placement requirements.
Why work with us?
A team that understands you.
Joint Expertise
We respect the original relationship and we cultivate and enhance the relationship by providing complimentary financial services to empower both the client and the advisors.
Trusted Advisor
Have a conversation with one of our advisors to see if we are the right fit for you. We believe that we earn your trust by being authentically us.
Human Connection
Getting to know you allows us to build a human connection that is getting more and more rare in the days of automation and AI. We welcome the chance of bringing the human touch in places that matter.
Diverse Access
Get access to diversified investments, particularly proprietary investments not available elsewhere.
Flexibility
You choose the level of interactions with us that suits you, whether it is self-served online advisor model or highly involved advisory relationship, we offer flexibility to suit your preference.
Wealth Management Teams
Hoovest Wealth Management is part of Hoovest Financial Inc. Portfolio Managers Corbin Lowe, Bryan Dar Santos, Richard Hughes, and Peter Fang are based in Vancouver BC, servicing clients in BC, Ontario, Alberta, and Québec. The team specializes in servicing business family and corporate executives in matters of wealth management and corporate advisory.
Hoovest Wealth Management is part of Hoovest Financial Inc. Portfolio Managers Corbin Lowe, Bryan Dar Santos, Richard Hughes, and Peter Fang are based in Vancouver BC, servicing clients in BC, Ontario, Alberta, and Québec. The team specializes in servicing business family and corporate executives in matters of wealth management and corporate advisory.
Murrayville Financial Investment Counsel is part of Hoovest Financial Inc. The team is led by Bryan Dar Santos and Jai (Jaideep) Singh. The office is based in Langley, BC, servicing clients in the Lower Mainland.
Your Managers Investment Counsel, part of Hoovest Financial Inc., is led by Benjamin Waite and partnered with Kathy Waite as a financial planner. The team is based in Regina, servicing clients in BC and Saskatchewan.
Savoir Investment Counsel, part of Hoovest Financial Inc., is an investment advisory team based in Montreal, specializes in financial and business advisory. Team members Steven Furtado and Jennifer Torres, together with a team of professionals, help business families navigate the complexities of investment management, insurance solutions, and financial planning.
Get started with our trusted advisors
Our approach to fees
Advisor fees are based on the services and products you choose. We’ll make sure you have a clear understanding of these fees up front. You can learn more by speaking with an advisor.
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Related insights
Join us as an Advisor?
Connect with us to see how being part of Hoovest can propel your advisory practice.
Relationships
accross industries
We serve a wide range of industries across automobile, shipping, manufacturing, and financial services, with special services dedicated to union plans.
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List of Funds
HSP 500 Index Fund
Hoovest Smart Indexing Fund
Hoovest Global Reinsurance Fund
Hoovest Private Securities Funds
Hoovest Seniors Housing Funds
Hoovest Venture Capital Fund
