our motivaton
“To provide the right investment tools, expert market knowledge and trusted guidance that will help investors confidently take charge of their investments.”
Given the complexities in investing, many investors prefer a solution that simplifies the investment process without sacrificing performance. Our tool takes the hassle out of investing by showcasing portfolios that considers your risk tolerance but is tailored to your financial goals.
We know that not everyone can afford the cost of having their personalized investment advisor, but we believe everyone should have access to the tools that can help them make smart investment choices.
Investors in most countries have what’s known as “home bias”— a tendency to favor companies from their own country over those from other
countries. For many investors, this bias persists even though it can result in a less diversified portfolio. With our SaViiWealth investment tool the average investor can build their own portfolio from a wide cadre of best-in-class investments options across the globe.
Created by Experts
Driven by the need to empower investors to make smart investment choices; SaViiWealth provides the tools that you need to build and manage your portfolio and the gain the financial freedom we all desire.
With over 50 years of combined experience in managing portfolios and selecting best-in-class investment solutions for top asset managers in the North American and the Caribbean as well as digital technology, our Saviiwealth team will put our knowledge to work for you. We take the confusion and hassle out of investing by providing a simple and affordable way of creating and managing your own investment portfolio.
- Certifications -
CFA®️ Charterholder
CFA Institute
MBA’15 at Ivey Business School, University of Western Ontario
FRM ®️ Charterholder
Global Association of Risk Professionals