|In 1987, John T. Bart, then a Professor of Finance at the University of Windsor, founded the ShareOwner organization (“ShareOwner”). Its mission is to provide individual investors with practical education and portfolio training to invest directly, and more successfully, in high quality growth stocks.
|Stock Market Investing
ShareOwner's unique Portfolio Building Service provides self-directed investors with an easy and affordable way to
build and manage their 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
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. It's easy to invest at ShareOwner because there is no
inactivity fee, minimum balance requirement or minimum purchase.
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.
Canadian ShareOwner Investments Inc. operates Canada's only
dollar-based trading service for common stocks and exchange-traded
funds. For example, a $100 investment in the shares of ABC Inc.
(recent price $35) purchases 2.8571 shares.
Canadian ShareOwner Investments Inc. is a member of the
Canadian Investor Protection Fund (CIPF) and a member of the
Investment Industry Regulatory Organization of Canada (IIROC).
ShareOwner's research methodology owes much to the DuPont Model of profitability analysis developed
by the giant chemical company during the 1920s. Today, the Model
remains a central element in modern financial analysis.
As well, our content draws extensively on the Stock Selection Guide
developed in the 1950s by the National Association of Investment Clubs. Since
then, investor organizations from many parts of the world have
embraced the Guide's analytical content and powerful images (See World Federation