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The Rise of the Independent Wealth Management Model in Canada

Sightline Wealth Management: Offering a progressive investment approach with transparency

TORONTO, March 05, 2019 (GLOBE NEWSWIRE) -- The Toronto-based independent wealth management firm SP Wealth announces the relaunch and rebrand of the firm, now named Sightline Wealth Management. With a nod to the importance of a transparent and long-term investment outlook, the firm’s name is the final stage of a more than year-long relaunch of the firm’s new independent wealth management business model.

While the financial industry in Canada is dominated by the big banks, independent, boutique firms have become a meaningful alternative as wealthy families opt for a fee-based fiduciary model with the flexibility to access the best managers and products within a particular strategy or asset class.

The independent model benefits investors in several concrete ways, including:

  • An open architecture platform that enables access to product providers and managers – both internal and external – that specialize in their specific strategies and asset classes
  • A transparent, easy-to-understand fee model
  • Fiduciary advice based on the clients’ best interests
  • Access to alternative investments that transcend traditional public equities and fixed income, decreasing portfolio correlation
  • Access to holistic wealth services covering a client’s entire financial life

The independent structure supports the needs of high-net worth investors, aligning their goals with investment recommendations.

With more than three decades in the financial services industry, James Fox, founder of Sightline Wealth Management, recognized the need for fiduciary advice and thus Sightline Wealth Management was born in Toronto, Canada. Sightline was formerly known as SP Wealth, a spinoff from Sprott Private Wealth.

“The ultimate success of Sightline is in direct alignment of meeting our clients’ financial objectives and staying true to our values. By doing what is right for investors, we believe growth will follow. This has been our philosophy from the beginning and it continues to be what drives us today,” stated James Fox, founder of Sightline Wealth Management.

Sightline Wealth Management is an independent wealth management firm based in Toronto, Canada.  Sightline provides access to comprehensive financial planning and open-architecture investment strategies to business owners and other high-net worth professionals to help them manage the challenges of life with wealth. Our innovative investment solutions are custom tailored for each family, their objectives and their financial life. For additional information, please visit sightlinewealthmanagement.com or call us at please call (416) 943-4383 or toll free (855) 943-4383. 

Contact: Mary Victoria Falzarano
Wealth Matters Consulting
(561) 578-0697