Investment Consulting

MoneyWare Inc. provides investment consulting services to institutional clients. The company specializes in asset allocation and designing optimized investment portfolios using traditional assets (cash, bonds, equities) and alternative assets (private equity, venture capital, real estate investment trusts, hedge funds). In addition, MoneyWare Inc. provides comprehensive analysis of the risk, return, style and strategy characteristics of mutual funds, pooled funds, and hedge funds. MoneyWare Inc.’s clients include major Canadian and U.S. financial institutions, such as CI Mutual Funds, National Life, Northern Trust Company and HSBC Brokerage (USA) Inc.


Investment Workshops

MoneyWare Inc. provides workshops and presentations for financial advisors on a variety of investment management topics, including asset allocation, investment policy, portfolio management and hedge funds. MoneyWare has extensive expertise in designing, developing and delivering workshops and e-learning programs to financial services companies. The company plans to launch its Investment Policy ToolkitTM and Hedge Fund ToolkitTM in the fall of 2003, which will provide advisors with a comprehensive planning process and tools for high-net-worth investors.