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.