Portfolio Management

To provide top class service for our clients WealthTerra has developed relationships with external Portfolio Managers. As not one client of ours is alike each portfolio manager offers different investment aspects.  We will refer you to the or couple portfolio managers we believe will best suit your needs.

Learn more about Portfolio Managers - Coming soon


Lonsdale Portfolios

Newport Private Wealth

CC&L Private Wealth

Understanding - Risks & Regulations

All investing comes with risk there's no way to avoid it.  Alternatives, just like traditional investments, have risks.  Our duty at WealthTerra is to ensure you are aware and have an understanding of those risks present in each investment. Our Private Wealth Advisors (Dealing Representatives) will ensure you understand how each Alternative Investment will effect your portfolio and the regulations which make them available.

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FAQ's - got questions

The best defence is a good offence and the best way to protect your wealth is by educating yourself.  A little time spent on due diligence will go a long way for years to come.  We strongly recommend and encourage our clients to get involved.  Ask questions like "What are the risks with this investment?", "Who are the managers?", "What is their experience?".  Know before you sign on the dotted line!

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Creating Your Portfolio

The trend of adding alternative investments to Canadian's portfolios is increasing.  More and more investors are looking at ways to increase their portfolio's diversification.  To meet this growing demand, WealthTerra offers alternative investment solutions which can be custom tailored towards specific client demands, across major asset classes and regions.

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WealthTerra Capital Management Inc.

WealthTerra Capital Management Inc. is a registered Exempt Market Dealer in the provinces of AB, BC, MB, NL, & SK.  There are risks associated with investing please be sure to read and understand these risks prior to investing.