Verifolio | Analyse de gestion de portefeuille

Make the most
of your investment portfolio management

Verifolio—a tool to determine your portfolio’s profitability

Our mission

Independence – Objectivity - Impartiality

Wanting 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 explanations

Is 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.

Review of return on assets

A portfolio’s yield is irrelevant if it is not compared to the risk encountered to obtain it.

Review of the investment manager’s added value

Knowing whether your managers are up to par and adding value to your portfolio is essential to the successful management of your assets.

Comprehensive review of fees paid

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.

Review of tax efficiency

Determining whether your investments are in the right accounts enables you to obtain the most tax benefits and avoid paying unnecessary taxes.

Case studies

We help investors make sure they are getting the most from their assets.

Some description text for this item

Read the case studies

Interested in a Verifolio analysis?

It’s your money, you have the power to decide.

Some description text for this item

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 Metrics

Jean-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.