Independent Advisor Solutions provides unique answers for advisors, powering their portfolios and personal brand, with the goal of helping them simplify and scale their practice.  It provides sub-advisory and marketing services for multi-asset model-based portfolios and offers an exclusive suite of investment funds designed to help diversify portfolios and enhance expected risk-adjusted returns for clients.
  
Independent Advisor Solutions Inc. is a wholly owned subsidiary of Wellington-Altus Financial Inc. and is registered as an investment fund manager and portfolio manager in Manitoba, Ontario, Newfoundland & Labrador, Québec and British Columbia.

*The content on this account is for informational purposes only and does not constitute investment advice. Please speak with a licensed advisor to assess suitability.

Independent Advisor Solutions

Jon Kilfoyle

This department focuses on building and maintaining relationships with advisors to enhance collaboration and support services.

Advisor Engagement

This department focuses on managing relationships and communications with advisors, ensuring their needs are met and providing necessary support.

Advisor Relations

This department focuses on analyzing market trends and opportunities to inform investment strategies.

Investment Research

This department oversees the development and strategy of products to meet customer needs and drive business growth.

Product Management

This department oversees risk management and regulatory compliance to ensure the organization operates within legal and industry standards.

Independent Advisor Solutions

Org chart

Teams

Advisor Engagement

Advisor Relations

Investment Research

Product Management

Risk and Compliance

Offices

Independent Advisor Solutions

Org chart

Teams

Advisor Engagement

Advisor Relations

Investment Research

Product Management

Risk and Compliance

Offices

Related companies