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.

Case studies

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

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Interested in a Verifolio analysis?

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

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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.
Verifolio Jean-Sébastien Crépeau

Simple Pricing

Tailored to your needs

Individual 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 advisor
  • 4A 45-minute virtual meeting with your portfolio checker
  • Quarterly performance and cost monitoring for one year
Order

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
Order

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
Order

Contact us

For more information, or to make an appointment,
contact us and we will be happy to answer you.

info@portfoliometrics.ca
(819) 200-0856