About Us

SIA Wealth Management
SIA Wealth Management Inc. is registered in Alberta, Ontario, Manitoba, Saskatchewan, and British Columbia. SIA Wealth holds credentials as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer. Our base in Calgary, Alberta, positions us at the heart of a dynamic landscape, enabling us to cater to a diverse clientele with a suite of comprehensive products and services.
About Jeremy Fehr - CEO and Founder

Our Products

BMO SIA Focused Canadian Equity Fund (ZFC)

Access concentrated, high conviction active Canadian stock strategy.

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BMO SIA Focused North American Equity Fund (ZFN)

Access concentrated, high conviction active North American stock strategy.

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BMO Tactical Global Equity ETF Fund

Unconstrained Global ETF and Stock Mandate powered by SIA’s proprietary Relative Strength Methodology

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BMO Tactical Global Asset Allocation ETF Fund

A Balanced Asset Allocation ETF Fund that combines holdings in Equity ETFs, Bond ETFs and individual stocks powered by SIA’s proprietary Relative Strength Methodology

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Our Process

Harnessing the Power of Technology

At SIA Wealth, we take pride in our cutting-edge, proprietary technology that stands as the backbone of our investment strategy. This unique technology is specifically designed to conduct sophisticated relative strength analysis, helping us discern the most favourable investment opportunities and which ones to avoid. This allows us to make informed decisions quickly and adapt to ever-evolving market conditions.

Insights from Money Flows
Our analysis also provides us insight into money flow on a large scale. When money flows are shifting, we attempt to observe price action in various sectors, asset classes, and specific groups of investments. For the comparisons and rankings, the utilization of logarithmic point and figure charting is based on historical price movements.
Daily Analysis
SIA Wealth stands out in the wealth management landscape through our extensive daily analysis, encompassing over 80,000 stocks, ETFs, Canadian and U.S. mutual funds, commodities, and currencies. This vast scope gives us insights to capitalize areas of potential relative market strength.
Objective Decision-Making
Our system processes billions of calculations daily, ensuring objective evaluation of each investment within the broader investment universe. This objectivity is key to our strategic approach.
Rules-Based Investment Strategy
We adhere to guidelines for entering, exiting, or holding investments. This rules-based approach mitigates personal and emotional biases, paving the way for more potentially successful investment outcomes.

True Tactical TM Approach

SIA Wealth relative strength ranking
The premier truly tactical asset manager in Canada leveraging relative strength technology.

About the CEO and Founder

A professional photo of Jeremy Fehr, CEO of SIA Wealth

Jeremy Fehr

Chief Executive Officer & Founder, SIA Wealth Management & SIACharts.

Jeremy Fehr is a distinguished financial strategist, visionary entrepreneur, and thought leader in the wealth management industry. With over two decades of experience, Jeremy has revolutionized the way financial professionals and investors approach portfolio management and risk analysis. As the
Founder and Chief Executive Officer of both FundCharts Inc. and SIA Wealth Management Inc., he has consistently innovated technology and investment strategies designed to optimize both efficiency and performance.

Contact Information

Our Core Team

A professional photo of Jeremy Fehr, CEO of SIA Wealth
Jeremy Fehr
Founder and CEO
2024-Jason-Leesui
Jason Leesui
Director, Wealth Services
2024-ted-bader
Ted Bader
Director, Private Wealth Services
A professional headshot of Dahlia MacRae at SIA Wealth
Dahlia MacRae
Executive Assistant to the CEO
Colin Cieszynski
Colin Cieszynski, CFA, CMT
Chief Market Strategist and Portfolio Manager
SIA Wealth - Jennifer Guo - Chief Financial Officer
Jennifer Guo, CPA
Chief Financial Officer
SIAWealth-Henry-Pleau
Henry Pleau
Chief Compliance Officer
Emi Linds, Global Marketing Manager at SIA Wealth Management, specializing in creative direction and AI-driven marketing strategies.
Emi Linds
Global Marketing Manager
2024-alicia-jones
Alicia Jones
Office Administrator
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  • TF: (844)744-5190
  • [email protected]

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