• support@investwell-financial.com

  • Mon - Sat 8.00 - 22.00
    Sunday 9.00 - 20.00


...the path to financial success

Accounts & Consultations

We provide complimentary initial financial consultations in most cases. However, in the case that a prospect requests an in-depth analysis that will take many hours to complete, the financial advisor may charge an upfront fee that will be waived if the prospect decides to work with the advisor as a client.

What personal financial planning services do you offer?

Our advisors take a holistic approach to financial planning. We get to know your financial goals and map out a personalized financial plan, including cash flow analysis, client risk analysis, and retirement planning.

Certainly. We are able to review your existing investments and see if they are still suitable for you. Typical investments we review include ISA, Unit Trusts, Pensions and Investment Bonds. Once we understand your personal circumstances and objectives, we’ll assess your risk profile and design a portfolio that can meet your objectives.

We have created a unique investment approach. Rather than bet and speculate, we adopt a methodical investment strategy that is cost effective, academically proven and fully transparent.

On average, our monthly returns range between 3% to 5%. However, it's important to note that actual returns may vary based on market conditions and individual investment performance.

Monthly returns are regularly updated and accessible through your online account. You will receive notifications or statements detailing your investment performance.

Automatic reinvest option is only available to investors between 22nd December - 5th January of every year. This is to rebalance your portfolio for the incoming trading year.

General Questions

We are headquartered in East York, Canada. Registered with Business Number (BN) 804739993RC0001

How often do you review my investments?

We review all of our portfolios once every month, providing you with a thorough investment review. At these reviews we will often recommend rebalancing your portfolio so that the asset allocation does not become misaligned with your objectives. We may also recommend new investment funds if our analysis suggests there are now better alternatives available. This will keep your portfolio in the best shape to deliver the returns you need.

Yes. We believe you should be able to check how your investments are doing whenever you like. You can monitor your investments any time by logging in to your dashboard.

Yes. With any investment, you are completely free to start, stop, increase your regular investments at any time. Just let us know what you want to do and we’ll make it happen.

You are of course free to manage your own investment if you wish. Some of our clients have a great knowledge of investing and are confident to manage their own money. We may help them with financial planning but they choose to invest their money themselves. However, for the majority of our clients, they see the value in our investment management services. They know that they will be getting an investment portfolio that has been expertly crafted and is tailored to their specific needs.

Yes, we have an exciting referral bonus program! You can earn a 3% referral bonus on every first deposit made by individuals you refer to our platform.

When you refer someone to our platform, and they make their first deposit, you will receive a referral bonus equal to 3% of their initial deposit amount. It's our way of expressing gratitude for your support and trust in our services.

No, there are no restrictions on withdrawing your initial investment capital. You have the flexibility to withdraw your invested amount at any time without incurring any penalties or fees.

Withdrawal requests can be initiated through your account dashboard. Simply navigate to the withdrawal section, specify the amount, and follow the prompts to complete the withdrawal process.