SEAMARK On-Line, a low-cost, individualized investment management solution backed by seasoned investment professionals.
Welcome to SEAMARK On-Line. We are delighted to be able to help you save for your future. Now, you can invest just like the institutional and high net worth clients that SEAMARK has served for over 35 years. SEAMARK On-Line uses a risk-assessment questionnaire and some of your unique personal information to tailor a ‘best fit’ portfolio for you, with a level of variability that is properly-sized for your personal circumstances.
In addition, On-Line provides every investor with:
- A fiduciary arrangement, whereby each investor benefits from the industry’s highest standard of care.
- A custodial arrangement ensuring the safe-keeping of your investment capital.
- A ‘sleep easy’, ongoing management of investment assets, with auto-adjustments as appropriate.
- On-line access to your account, and On-line reporting by SEAMARK.
There are two methods of investing via SEAMARK. The first is for investors who wish to have the opportunity to refer other parties to SEAMARK, and be compensated for doing so. The fee for these accounts is 1.3% plus HST per year. If you choose this option, at the time you make your first referral, you will be presented with a referral agreement which sets forth the manner in which you will be paid for referrals. The second option has no referral privileges and is available at a fee of 0.84% plus HST per year.
From this point, your name and email address are all that’s needed to get things started. We have a two-step process to register you for SEAMARK On-Line.
Once registered you choose your account type and complete a risk assessment questionnaire. We will assess your unique risk tolerance based on your answers and design a ‘best-fit’ investment solution for you. Your portfolio will be presented to you immediately after completion of the questionnaire. Using On-Line is a quick and easy way to see an alternative to your present investment arrangements.
Ready to get started? Just click here.