Grants and Contributions:
Title:
Investment Portfolio Optimization
Agreement Number:
1008544
Agreement Value:
$100,000.00
Agreement Date:
Aug 1, 2023 - Dec 31, 2023
Description:
Research, design, implement and test advanced financial portfolio rebalancing to optimize for tax, trade, and operational efficiencies across increasingly complex portfolios of registered and non-registered investment account types.
Organization:
National Research Council Canada
Expected Results:
The purpose of IRAP Contributions to Firms is to support research, development, adoption and/or adaptation of innovative or technology-driven new or improved products, services or processes in Canada up to their commercialization
Location:
Calgary, Alberta, CA T2P 2W2
Reference Number:
172-2023-2024-Q2-1008544
Agreement Type:
Contribution
Report Type:
Grants and Contributions
Recipient Business Number:
782408462
Recipient Type:
For-profit organization
Recipient's Operating Name:
OneVest
Recipient's Legal Name:
One Wealth Technologies Inc.
Federal Riding Name:
Calgary Centre
Federal Riding Number:
48004
Program:
Industrial Research Assistance Program – Contributions to Firms
Program Purpose:
The purpose of IRAP Contributions to Firms is to support research, development, adoption and/or adaptation of innovative or technology-driven new or improved products, services or processes in Canada up to their commercialization
Coverage:
IRAP Contributions to Firms projects stimulate wealth creation for Canada through technological innovation.
NAICS Code:
511211