Caring About Your Future...

Our Investment Philosophy

A structured, strategic and conservative approach to investing is a cornerstone of Team Skochinski. A complete financial review and assessment is a key to presenting a clear written proposal and financial plan for each client.

Our Commitment to You

For this reason, we are absolutely committed to understanding your circumstances, needs and goals. We need to review and assess your personal and financial circumstances frequently in order to assist you properly. To set a financial plan in motion, we will review your current assets and present needs and prepare a personalized review along with recommendations we formulate specifically for you.

Good Decisions Through Life's Changes

We will review your investments performance and monitor your maturing investments to keep you up to date. Many hours go into this behind the scenes work. We can help you filter out the noise of the marketplace, steer you from unwise, impulsive financial decisions and guide you to your goals. We continually utilize our team of experts at RBC Dominion Securities as part of our ongoing commitment to you.

Recent Articles

Is the Fed on the road to raising interest rates?

Jun 18, 2021 | Atul Bhatia, CFA

The Federal Reserve’s June meeting opened the door to asset purchase tapering and interest rate hikes, but we see a long journey ahead.

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Can the Financials sector keep the rally going?

Jun 10, 2021 | Kelly Bogdanova

Optimism over the post-pandemic recovery has fueled the Financials sector’s heady rally. We see a number of catalysts that can push the sector higher.

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