Contribution: Industrial Research Assistance Program – Contributions to Firms
One Wealth Technologies Inc.
$100,000.00
Investment Portfolio Optimization
EF 2023-24 · 2023-08-01
Résumé
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.
Ministère
Programme
Industrial Research Assistance Program – Contributions to FirmsIndustrial Research Assistance Program-Contributions to Firms (lien de confiance élevée)
Bénéficiaire
Emplacement
Calgary|Calgary, Alberta, Canada
Type de bénéficiaire
For-profit organization
Numéro d'entreprise
782408462
Type
Contribution
Source
Proactive Disclosure - Grants and Contributions
Tel que publié
Agreement End Date
2023-12-31
Agreement Number
1008544
Agreement Start Date
2023-08-01
Agreement Title
Investment Portfolio Optimization
Agreement Title (French)
Optimisation du portefeuille d’investissement
Agreement Type
Contribution
Agreement Value
$100,000.00
Amendment Number
0
Coverage
IRAP Contributions to Firms projects stimulate wealth creation for Canada through technological innovation. | Les projets des Contributions aux entreprises stimulent la création de richesse au Canada grâce à l’innovation technologique.
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.
Description (French)
Recherche, conception, mise en œuvre et test d’un rééquilibrage avancé des portefeuilles financiers afin d’optimiser l’efficacité fiscale, commerciale et opérationnelle dans des portefeuilles de plus en plus complexes de types de comptes d’investissement enregistrés et non enregistrés.
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
Expected Results (French)
Le PARI, par le biais des Contributions aux entreprises, vise à appuyer la recherche, le développement, l’adaptation et/ou l’adoption au Canada de produits, de services ou de processus novateurs ou axés sur des technologies nouvelles ou améliorées, et ce jusqu’à leur commercialisation
Federal Riding
Calgary Centre
Federal Riding (French)
Calgary-Centre
Federal Riding Number
48004
NAICS Code
511211
Organization Code
nrc-cnrc
Organization
National Research Council Canada | Conseil national de recherches Canada
Program Name
Industrial Research Assistance Program – Contributions to Firms
Program Name (French)
Programme d’aide à la recherche industrielle – Contributions aux entreprises
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
Program Purpose (French)
Le PARI, par le biais des Contributions aux entreprises, vise à appuyer la recherche, le développement, l’adaptation et/ou l’adoption au Canada de produits, de services ou de processus novateurs ou axés sur des technologies nouvelles ou améliorées, et ce jusqu’à leur commercialisation
Recipient Business Number
782408462
Recipient City
Calgary|Calgary
Recipient Country
CA
Recipient Legal Name
One Wealth Technologies Inc.
Recipient Operating Name
OneVest
Recipient Postal Code
T2P 2W2
Recipient Province or Territory
AB
Recipient Type
F
Reference Number
172-2023-2024-Q2-1008544
