A focal point for your financial life

You have worked hard for what you have, and it’s too important to leave to chance. That is why we do more than just investments and financial planning – we are your main point of contact for all things wealth management.

With our extensive resources and expertise, we can break down the complexity involved in managing the wealth of affluent clients. In addition to the services you can expect from our team of highly skilled and experienced professionals, we will coordinate your financial world.

Our clients

 

Business owners

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Families

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Our promise

Our dedication to every client has been paramount from the day we started in this business. We decided that no matter what, our clients and their financial well-being come first. This principle guides every decision we make and every interaction we have, with each and every client.

We will always:

  • Do what's in your best interest
  • Help you to understand your investments and the associated risks
  • Be transparent
  • Make doing business with us easy
  • Provide you with unparalleled service
  • And above all, uphold our promise

 

Our purpose

You are the reason we do what we do.

Our relationships with our clients are rooted in a deep level of trust and care. When you have full confidence that your wealth management team has your back, you can focus your energy on what matters most.

To the Bow Valley Wealth Management Group, your family’s financial well-being comes first. This principle guides every decision we make and every interaction we have.

Our family will look after yours. No matter the circumstance, we will be there for you.

 

Our method

We consistently follow a simple, yet highly disciplined and personalized, three-step process to help our clients achieve both financial peace of mind and their unique dreams and goals.

Every client is unique. From their needs, to their priorities, goals and dreams. We take the time to get to know you, your situation, the people and the things that are important to you. We understand the concerns that might keep you up at night, the unique vision that you have for your future and the timelines for your vision.

After careful consideration, we design a personalized plan and develop an appropriate investment strategy. We discuss these with you and then put them into action. Along the way, we leverage an array of experts, including law, taxation, estate planning, wealth transfer and business succession specialists.

In the words of John Lennon, 'Life is what happens to you while you're busy making other plans.' We help our clients adapt, stay the course, and navigate life's unexpected challenges with ease and peace of mind. We accomplish this by meeting with you regularly, keeping you informed, diligently monitoring and rebalancing your investments, taking advantage of market opportunities and being available to you when you reach out.

 

Private investment management

The Highest Credentials at Your Service

Only a select group of Investment Advisors can offer portfolio management services through Private Investment Management. Darryl and Merlin have both met the standards of experience, professionalism, ethics and education to provide discretionary portfolio management to individuals and institutions.

Private Investment Management (PIM) offers a premium level of discretionary wealth management designed to free you from the day-to-day details of managing your wealth. It gives you the confidence to pursue your goals, knowing your wealth will be managed according to the highest standards.

Your Personal Portfolio Manager

With PIM, you receive a completely customized portfolio designed by Merlin and Darryl, your Portfolio Managers. Your portfolio is built from the ground up based on factors such as growth requirements, income needs and risk tolerance. Because your approval is not required for every single transaction, Merlin and Darryl are able to take advantage of investment opportunities quickly and efficiently. In addition, they work within specific guidelines established in advance and are accountable to these guidelines, which are regularly reviewed and adjusted according to your needs. Unlike most money management programs where you never meet your Portfolio Manager, Private Investment Management offers you the unique opportunity to contact Merlin and Darryl to discuss your portfolio and needs. Because of this personal relationship, your portfolio can more accurately reflect your individual goals and objectives on an ongoing basis.

Third-Party Review and Monitoring

An RBC risk management group reviews your portfolio on a quarterly basis to ensure it meets the high standards set out in your investment policy statement.