• We've Shifted

    The Power to you

    We created Transcend because we saw an opportunity to establish a unique financial planning firm that shifted the power back to the investors.

    Learn About Us

A New Paradigm

Strategy

Transcend is an independent financial planning firm that caters to a diverse range of clients. We specialize in creating customized solutions that provide you with financial peace of mind.

Transparency

Our personalized service and the effective use of innovative investment concepts and monitoring technology, allows our clients to be as involved as they want to be. As a Transcend client, you always know where you stand and how we are helping to secure your financial future.

Performance

We’ve turned the standard industry model on its head by aligning our interests with yours on an unprecedented level with Provisus' Pay-for-Performance fee structure. We only do well if we do well for you.

Value

The Transcend platform allows us to offer higher quality services at a fraction of the cost of traditional mutual funds. We offer different service levels for your needs without ever any hidden fees or surprise costs.

Our Commitment

Our process is designed to create durable financial strategies that help you meet your goals with confidence.

Transcend ensures that your financial milestones are met and help you stay on a clear course towards your financial security. However, we fully respect any decision not to implement a specific proposal, and will work with you to find alternatives.

Our Clients

We support a wider range of clients with a greater depth of service. We’ve achieved this by pairing accredited advisors from a variety of disciplines with the cutting-edge technological tools to leverage their expertise.

Our client base includes people in diverse careers and at various stages of wealth accumulation. Whatever your situation and ambitions, Transcend has tailored services to meet your requirements. As your priorities change, so will the composition of the team that looks after your financial affairs.

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Our Vision

Transcend believes that all investors are entitled to personalized, comprehensive services, not just high net worth individuals. Our professionals work to enhance the quality of your life by helping you understand, organize, and simplify your financial affairs.

Your financial structure should not be pulled from a shelf. Our vision is to build and nurture long term client relationships based on client-centric and highly-customized services that focus on personal interaction, professionalism, and integrity

To realize this vision, we strive to be the leader in the design and delivery of high-value services and to be regarded as innovators in the financial industry.

the transcend team

The Provisus Portfolio Management team has more than 65 years of portfolio management experience and 100 years administering Managed Account programs.

  • Chris Ambridge, CFA

    President & Chief Investment Officer,

    Provisus Wealth Management

    read bio
  • Wayne Murphy

    Executive Vice President &

    Chief Operating Officer

    read bio
  • peter webster, CFA

    Vice President & Portfolio Manager,

    Provisus Wealth Management

    read bio
  • Christine McInnes

    Director, Systems

    read bio
  • Ryan kirke, CFA

    Managing Director, Transcend Private

    Client & Associate Portfolio Manager,

    Provisus Wealth Management

    read bio
  • Patrick Steane

    Manager, Client Services

    read bio
  • ari Abokou

    Associate Portfolio Manager,

    Provisus Wealth Management

    read bio
  • Emmanuel pedrozo

    Senior Portfolio &

    Systems Analyst

    read bio
  • elaine thom

    Client Relationship Administrator

    read bio
  • robert so

    Portfolio Analyst

    read bio

chris ambridge, cfa

President & Chief Investment Officer, Provisus Wealth Management

Chris Ambridge is President of Transcend Private Client & Chief Investment Officer of Provisus Wealth Management, a portfolio manager launched in 2007 which manages over $400 Million in assets for private clients. He began his investment career in 1987 as a Financial Analyst at IBM Canada, before becoming a Portfolio Manager at one of Canada's oldest investment counselors, Hodgson Roberton Laing. In 1995 he joined Coutts (Cayman) Limited as the Manager of Investments, where he oversaw a department that managed more than 320 private client investment portfolios with US$2.4 Billion in assets. Chris then moved to Coutts NatWest Group in London, UK and became the Global Head of Research Management where he managed a global team of investment analysts. After returning to Canada he became Head of Investment Management Services for First Asset Advisory Services in 2003. Chris has an MBA from the University of Windsor and is a Chartered Financial Analyst.

Wayne Murphy

Executive Vice President & Chief Operating Officer

Wayne Murphy is Executive Vice President and Chief Operating Officer and began his systems & IT career in 1996 with Securities Valuation Company as a Specialist - Client Databases before moving over to Financial Models in London, U.K. as a Senior Consultant in 1997. There he was primarily responsible for the full cycle implementation of FMC systems. In 2001, Wayne returned to Canada with FMC and provided business and technical consulting services to Canadian clients from a sales support perspective. In 2004 he joined First Asset Advisory Services as Vice President of Systems & Technology and managed the back office operations team, oversaw rebalancing, order generation, reconciliation, allocations, billing, and statement generation processes for multiple managed accounts outsourcing relationships. Wayne has a Master of Economics from Ottawa University and a Bachelor with Honours, Economics from Carleton University.

Peter Webster, cfa

Vice President & Portfolio Manager, Provisus Wealth Management

Peter Webster is Vice President & Portfolio Manager at Provisus Wealth Management and embarked on his career with a number of progressive positions in the trust field, beginning with Montreal Trust in Calgary and culminating at NatWest in the Bahamas where he transferred to the Investment Department in 1993. There he was responsible for investment client relationships for High Net Worth clients based in Latin America and the Caribbean. In 1995 he relocated to the Royal Bank of Scotland's private banking arm in the Cayman Islands. He also served on each of the Far East, Europe and Americas regional equity research teams. In 2004 he joined First Asset Advisory Services as a Portfolio Manager. Peter is a Past President of the Cayman Islands Society of Financial Analysts. Peter has a Bachelor of Business Administration from Bishops University and is a Chartered Financial Analyst.

Christine McInnes

Director, Systems

Christine McInnes is Director - Systems, began her Systems and IT career in 1998 with Financial Models Company as a Client Services Representative. After 2 years, she moved to the Pages team implementing reporting solutions, before moving onto Financial Models in London, U.K where she was solely responsible for implementing a robust reporting solution for a prominent Dutch investment bank. Returning to the Canadian office as a Senior Consultant, her duties included managing several concurrent projects, implementing a quarterly institutional statement for a Canadian investment counselor, and acting as a key resource for team members. In 2005 Christine moved to the SS&C Outsourcing department where she was entirely responsible for producing quarterly statements for multiple clients simultaneously. Christine has a Bachelor of Science, Mathematics from University of Winnipeg and a Bachelor of Arts, Economics from the University of Western Ontario.

Ryan Kirke, CFA, CFP, CIM, FCSI

Managing Director, Transcend Private Client

Ryan Kirke is Managing Director at Transcend and an Associate Portfolio Manager with Provisus. After graduating from Queen’s University and having a stint in the Canadian Militia, Ryan entered the financial services industry working in the mail room at TD Bank. He quickly rose up the ranks holding various roles in Service & Quality, Investment Advice and as Manager, Product Design. In his role with Product Design, Ryan was responsible for creating and designing many of TD Asset Management’s mutual funds. He also helped create the first ever Exchange Traded Funds sold by any bank in North America. While Ryan has enjoyed these roles his true passion is helping others through planning, preparing and delivering quality financial advice. A strong believer in continuous education, Ryan has earned the Chartered Financial Analyst, Certified Financial Planner and Chartered Investment Manager designations.

Patrick Steane

Manager, Client Services

Patrick Steane is the Manager Client Services and began his career in 1998 as a Financial Advisor with AFP Wealth Management. He spent four years as a Client Service Representative with Trimark Investments, Franklin Templeton and MRS Trust. Patrick was Manager of Client Services at Acuity Funds and BMO Group. He oversaw the implementation of organizational policies and procedures as manager of Client Service. He has extensive knowledge of Registered Products and was a member of the IFIC RESP working group. Patrick has completed the Canadian Securities Course and Derivatives Fundamentals Course.

Ari Abokou, MBA, MSc

Associate Portfolio Manager, Provisus Wealth Management

Ari Abokou is an Associate Portfolio Manager at Provisus Wealth Management and began his investment career in 2002 within the Client Service department at Aegon Canada as an Investment Representative. Ari next took on responsibilities in the Product Development & Marketing department as an Associate Product Manager where he coordinated the production of annual and semi-annual financial statements, as well as quarterly performance guides for both mutual funds and segregated funds. In 2005, Ari joined First Asset Advisory Services as a Portfolio Analyst. Ari then joined Provisus where he has been primarily managing clients’ portfolios as well as Provisus’ proprietary mandates. Ari holds a Master of Business Administration (MBA) degree from Laval University as well a Master of Applied Economics degree from Louvain School of Business (Belgium). He has completed numerous industry courses and holds the Chartered Investment Manager (CIM) as well as the Fellow of the Canadian Securities Institute (F.C.S.I) Designations.

Emmanuel Pedrozo

Senior Portfolio & Systems Analyst

Emmanuel Pedrozo is a Senior Portfolio and Systems Analyst and began his career in 1997 with Transamerica Life Insurance Company of Canada as an Intermediate Accountant in Investment Accounting. He then moved on to the Guardian Group of Funds as a Senior Fund Accountant before progressing to the role of Financial Business Analyst. There he was mainly responsible for the preparation and analyzing of financial statements, assisted with the planning and implementation of back office system conversion, and responsible for calculating and analyzing net income and capital gain distribution for multi-class fund products. He was also Team leader for a group of fund accountants. In 2004, Emmanuel joined First Asset Advisory Services as Operational Systems Specialist in Systems and Technology, where he was responsible for rebalancing, order generation, reconciliation, allocations, and statement generation processes. Emmanuel has a Bachelor of Commerce from Ryerson University.

Elaine Thom

Client Relationship Administrator

Elaine Thom is a Client Relationship Administrator and joined Provisus in 2015 to provide advisors and clients with superior customer service. Elaine specializes in all types of client and advisor requests, account set up and quality control. Elaine is tasked with working closely with Management and Portfolio Managers to create efficiencies. Elaine has over 20 years of experience in the financial industry and back office operations allowing her to excel and take charge of numerous projects including system testing, internal form generation and intranet maintenance. Prior to Provisus, Elaine was with Edward Jones Investments as a Technical Specialist responsible for escalated issues, quality control, mutual fund intranet pages and internal form generation, system testing and projects where she worked closely with vendors, compliance and the marketing department to launch new funds and products offered to clients. Elaine has completed the IFIC and Back Office Operation courses.

Robert So

Portfolio Analyst

Robert So is a Portfolio Analyst and started his investment career in 2009 working in BMO as an Investment Specialist. There, he provided financial advice and insight on mutual funds and ETFs to clients in a variety of situations. Robert then joined Provisus as a Client Relationship Administrator, overlooking the implementations, daily servicing of Separately Managed Accounts and liaising with financial advisors. Moving on to his current role as a Portfolio Analyst, he now manages modeling and trades for portfolios. Robert has a Bachelor of Science from University of Toronto. Robert is also a Charter Alternative Investment Analyst (CAIA) holder and a Level III CFA candidate.

TRAnscend Services

Whatever your situation and ambitions, we tailor our services to meet your requirements. As your priorities change, so will the composition of the team that looks after your financial affairs.

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1 (800) 988-5608