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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 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. 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 of Investors).

 IIROC AdvisorReport
© 2017 ShareOwner ® is a registered trademark of CSA Computing Inc. Used under license. All rights reserved. Investing products and services are provided by Canadian ShareOwner Investments Inc. a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Canadian ShareOwner Investments provides Order-Execution Only Accounts and does not provide investment advice or recommendations and investors are responsible for their own investment decisions. By accessing this web site you agree to the Terms of Use in the Legal section CIPF & IIROC Member