Skip to Content

Practice management centre Resources for advisors

Exclusive access to tools and resources to help you build a thriving business and establish enduring client relationships.

Portfolio analysis tool

Build, analyze and compare portfolios. View sector breakdowns, weighting by world regions, credit quality, degree of correlation and risk exposure. Generate and share custom reports with your clients.

Vanguard Advisor's Alpha®

Add value through top-down portfolio construction, coaching and wealth management.

Fee-based practice

Transition to a fee-based practice, leveraging the experiences of advisors who have made the switch.

Model portfolios

Select a strategic asset allocation framework to help you build diversified portfolios for your clients.

Client relationships

Strengthen connections with clients by conveying your value, setting expectations and making meetings more rewarding.

Commissions, management fees, and expenses all may be associated with investment funds. Investment objectives, risks, fees, expenses, and other important information are contained in the prospectus; please read it before investing. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. Vanguard funds are managed by Vanguard Investments Canada Inc. and are available across Canada through registered dealers.

This material is for informational purposes only. This material is not intended to be relied upon as research, investment, or tax advice and is not an implied or express recommendation, offer or solicitation to buy or sell any security or to adopt any particular investment or portfolio strategy. Any views and opinions expressed do not take into account the particular investment objectives, needs, restrictions and circumstances of a specific investor and, thus, should not be used as the basis of any specific investment recommendation. Investors should consult a financial and/or tax advisor for financial and/or tax information applicable to their specific situation.

All investment funds, including those that seek to track an index are subject to risk, including the possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market. While the Vanguard ETFs are designed to be as diversified as the original indices they seek to track and can provide greater diversification than an individual investor may achieve independently, any given ETF may not be a diversified investment.

All monetary figures are expressed in Canadian dollars unless otherwise noted.