Our mission
Independence – Objectivity - ImpartialityWanting to help investors, we designed Verifolio portfolio management analysis—a reliable and powerful tool—to help you better understand and optimize the value of the services provided by your portfolio manager.
In-depth portfolio analysis
Comprises four distinct sections with relevant explanationsIs your portfolio performing as it should? Are you paying a fair price for what you are getting? Is your portfolio manager doing a good job? Verifolio analysis answers all these questions and helps you improve the return on your portfolio. Consequently, you know you are getting the most out of your investments while avoiding unnecessary fees.
A portfolio’s yield is irrelevant if it is not compared to the risk encountered to obtain it.
Knowing whether your managers are up to par and adding value to your portfolio is essential to the successful management of your assets.
The results of this verification may surprise you as, often, it can be very difficult to obtain accurate and complete information when it comes to fees.
Determining whether your investments are in the right accounts enables you to obtain the most tax benefits and avoid paying unnecessary taxes.
Case studies
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Interested in a Verifolio analysis?
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Portfolio manager’s role
The portfolio manager manages his/her clients’ assets with the goal of increasing their value over time.
Your responsibilities
Do not hesitate to communicate frequently with your advisor and your portfolio manager—ask questions, express your uneasiness with stock market fluctuations, or learn more about the performance of your assets.
Advisor’s role
The advisor manages his/her clients’ money. To best advise clients, the advisor must have extensive financial planning knowledge and be up to date about the latest economic events.
Jean-Sébastien Crépeau
Founder of Verifolio, by Portfolio MetricsJean-Sébastien Crépeau, founder of Portfolio Metrics, is a financial specialist with 21 years of experience managing portfolios for two major Canadian banks. At the age of 21, he launched a software company in Sherbrooke that enabled him to acquire important business skills that would help him throughout his career. Later, he joined his father’s firm as an investment advisor. During this part of his career, he was focused on helping individuals and companies in the Eastern Townships acquire peace of mind regarding the management of their investments. At 33, he became his firm’s youngest portfolio manager. Today, Jean-Sébastien shares his knowledge and his expertise by helping investors get the most from their financial advisor and their investments via Verifolio.
Simple Pricing
Tailored to your needsIndividual analysis covering the last 12 months. Up to six separate accounts with a combined maximum value of $2 million.
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THE REWARDING
$249
- Performance analysis
- Manager’s added value analysis
- Costs and fees analysis
- Tax efficiency analysis fiscale
Personalized suggestions of topics to discuss with your investment advisor4A 45-minute virtual meeting with your portfolio checkerQuarterly performance and cost monitoring for one year
THE BENEFICAL
$349
- Performance analysis
- Manager’s added value analysis
- Costs and fees analysis
- Tax efficiency analysis
- Personalized suggestions of topics to discuss with your investment advisor
- A 45-minute virtual meeting with your portfolio checker
Quarterly performance and cost monitoring for one year
THE HARDWORKING
$499
- Performance analysis
- Manager’s added value analysis
- Costs and fees analysis
- Tax efficiency analysis
- Personalized suggestions of topics to discuss with your investment advisor
- A 45-minute virtual meeting with your portfolio checker
- Quarterly performance and cost monitoring for one year
Contact us
For more information, or to make an appointment,contact us and we will be happy to answer you.