Solutions
Group Retirement
We come from a long history of working with high-net-worth business owners. In our experience, most business owners and senior managers appreciate the importance of process.
Process is what can differentiate a great business from a poor one. The same is true of a great group retirement plan versus an ineffective plan.
We partner with Western Canada’s largest independent group retirement plan consulting firm, Canada’s Best Pensions Plan Ltd. (CBPP). CBPP serves our Canadian business clients in providing tailor-made solutions.
Here is how we can work together
Invest With Our Advisors
When you invest with our advisors, you will get a dedicated team to understand your needs and serve you and your family.
Online Advisor Platform
Many people opt for the so-called robo advisor service. At Hoovest, our online advisor platform is an enhanced version of comparable robo advisors with wider product selection.
Institutional Services
We have special service teams that have experience serving family offices, indigenous nations, and corporations.
A personalized plan and portfolio built around your financial goals
Financial Planning
Work one-on-one with an advisor who gets to know you, your family and your goals to design a personalized financial strategy.
Wide range of investments
Our advisors have access to a wide range of investments and can help you choose the right ones for you.
Retirement
Our advisors have the tools to build an actionable plan for your retirement vision will help navigate any changes that come your way.
Holistic view
We take the “total balance sheet” approach to understand our clients’ situation before designing an asset allocation strategy.
Why work with us?
A team that understands you.
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.
What are your goals?
Build a lasting legacy
Let’s work together to create a holistic strategy to help you meet your short- and long-term goals, from buying a home to estate planning and philanthropy.
Related insights
Wealth Management Teams
Part of Hoovest Financial Inc., the Hoovest Wealth team provides high-touch advisory services to wealthy families.
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.
Ready to invest?
Connect with our advisors to build a personalized financial strategy or open and fund a Self-Directed Investing account online.
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.
Let’s Connect
Relationships
accross industries
We serve a wide range of industries across automobile, shipping, manufacturing, and financial services, with special services dedicated to union plans.
Let’s Connect
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
