About |
Index Wealth Management Inc. is an independent portfolio manager with offices in Vancouver, Calgary and Winnipeg. They provide discretionary portfolio management services and structure equity protection and monetization strategies for a individuals and foundations across Canada.
Index Wealth Management constructs portfolios for our clients utilizing Exchange Traded Funds (or ETFs) as the core holdings. Depending on a client's investment goals and objectives, the exchangetraded funds can then be combined with equity option hedging strategies.