ShareOwner's unique Portfolio Building Service provides investors with an easy way to build and manage their own portfolio. ShareOwner is the only investment dealer in Canada that enables you to create and order an entire portfolio and provides automatic dividend reinvestment for all stocks and exchange-traded funds available through the Portfolio Building Service.
Our Portfolio Building Service has been designed to help investors choose, and then prudently build, a well-diversified portfolio of high quality growth stocks. It also lets them buy only what they can easily afford, while enjoying unusually small commissions. ShareOwner gives you the advantages you need to be successful.
As an alternative to choosing your own specific stocks for your portfolio, ShareOwner has created its highly automated Model Portfolio Service to help investors obtain the best possible investment results and save time and money. Each investment portfolio has been pre-constructed with best-in-class exchange-traded-funds (ETFs) and designed with a specific asset allocation aimed at delivering a risk-return profile in line with the needs of different types of investors.
ShareOwner's Model Portfolios are designed for long term investors that are interested in building a low cost, well diversified, portfolio of investments with an appropriate asset mix for their situation, without the need to research and invest in specific stocks. |
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Create and order an entire
portfolio.
With our Portfolio Building Service you pick the
stocks or ETFs that you want in your portfolio from our list of
more than 450 of the largest Canadian and US stocks and ETFs. Our
pooled trading service buys and sells stocks and exchange traded
funds (ETFs) on a specific schedule each month. |
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Reduce your costs with Canada's only
flat fee pricing for portfolio trades.
At ShareOwner, you can order a portfolio of 5, 10, 15, 20 or
more stocks and the commission is a flat $40 per order. Keeping
your investing costs down is an important element of helping you
to increase your returns over the long term. |
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Order a specific dollar amount of each
security.
ShareOwner is the only investment dealer in Canada that
enables you to purchase a specific dollar amount of each stock or
ETF (in the same way that you would purchase mutual funds). Our
unique dollar-based buying program allows you to purchase both
whole and fractional shares of a stock. |
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Set up an automated purchase plan to
invest on a consistent basis.
With ShareOwner you can choose to purchase your portfolio of
stocks on a one-time basis or on a recurring basis (i.e. monthly
or quarterly) and we also offer convenient withdrawals directly
from your bank account. Investing regularly helps you to build
your portfolio consistently over the long term and enables you to
avoid having to try to "time the market" with your
purchases. |
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ShareOwner provides full
dividend reinvestment.
Dividends are an important element of your growth portfolio over
the long-term, and reinvestment of these dividends can help to
improve the overall return on your portfolio. ShareOwner provides
automatic dividend reinvestment (to four decimals) for all stocks
and exchange-traded funds available through the Portfolio
Building Service. |
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