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Your RIA Toolkit

Gear up to be the MVP of your
clients financial goals.
  1. VESTA
  2. Fund returns
  3. Calculators
  4. RRSP Loans
  5. Strategy Guide (INVESTOR PROFILE)
  6. Feature Fund
  7. MOMENTUM FUND

Sales Tools

Vesta
Simple Sales Process
Apply in 10 minutes or less via Vesta, our streamlined investment application platform. Focus on the sale, not the paperwork.

Performance

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