Innovisor is among the select firms who have access to DFA Investment Solutions. Founded in 1981, DFA has a long history of applying rigorous academic research to practical investing. They manage over 770 billion CAD and offer a full range of equity and fixed income strategies designed to target higher expected returns. We believe these funds provide the best vehicles for building cost-effective portfolios. You can learn more about DFA, and its academic approach to investing on the Dimensional Fund website.
No. Innovisor only uses mutual funds managed by Dimensional Fund Advisors. The evidence is overwhelming that the price of publicly traded stocks and bonds incorporates all publicly available information in nanoseconds. Efforts to find mispriced stocks are unlikely to be successful.
For an excellent discussion of this subject, read this article by Larry Swedroe, the Director of research for the BAM ALLIANCE.
Yes, you can transfer existing accounts (like a TFSA, RRSP, RRIF, RESP, etc.). An Innovisor account must be opened before the transfer is initiated and all existing investments in the account will need to be sold prior to the transfer. Before liquidating non-registered (e.g. Not an RRSP, RESP, RIF, or TFSA) investments, check with a tax professional so you understand the tax consequences of doing so.
Follow these steps:
- Register on our Get Started page.
- Optional - Register your spouse and have them complete their portion of the questionnaire.
- Attend a call with one of our Portfolio Managers to finalize your Investment Profile.
- Sign your contract electronically.
Next, your Portfolio Manager will open your investment account(s) and begin transferring your assets.