Which type of accounts do you accept?
Currently we offer strategies for the following taxable accounts (both CAD and USD):
Where are my assets held?
Assets are held at Interactive Brokers Canada, Inc. (IBC). IBC is registered with the Investment Industry Regulatory Organization of Canada (IIROC), as well as the Canadian Investor Protection Fund (CIPF).
Interactive Brokers LLC is regulated by the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), the New York Stock Exchange (NYSE), the Securities and Futures Authority (SFA) and other regulatory agencies around the world.
What is a Separately Managed Account?
Once a product only available to large institutional investors, SMA's today are a popular vehicle for those with significant investment accounts. Advantages of SMA’s include:
- Transparency: Clients can view the complete record of transactions and positions held in their accounts at any time. Commissions, fees, and expenses are fully transparent.
- Liquidity: Clients can initiate deposit and withdrawal requests at will.
- Ownership: Clients maintain ownership of the underlying securities held in their accounts, rather than fractional interests in a pooled fund or a mutual fund. Securities are held at an independent, third-party custodian, allowing them to rely on the safety and security of a well-capitalized brokerage firm.
How are you regulated?
Outcome Wealth Management Inc. (Outcome Wealth Management) is registered as a Portfolio Manager (PM) and Commodities Trading Manager (CTM) in Ontario and Quebec.
Read new insights and articles from our team, and subscribe to get the latest posts straight to your inbox.GO TO BLOG
The content of this website is intended for information purposes only and does not constitute an offer to buy or sell our products or services nor is it intended as investment and/or financial advice on any subject matter. Any commentaries, reports or other content are provided for your information only. No endorsement of any third party products, services or information is expressed or implied by any information, material or content referred to or included on, or linked from or to this Website. OWM shall not incur any liability arising in connection with the information contained in this website. Every effort has been made to ensure the accuracy of the content of this website.
OWM is registered as a Portfolio Manager (PM) and Commodities Trading Manager (CTM) in Ontario. The content of this website is intended for Canadian residents only and does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not allowed. OWM’s advisory services are available only in those jurisdictions in which OWM is registered to provide such services (or is otherwise exempt from the requirement to register in a particular jurisdiction).