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Our team is committed to two things: our clients and our investment strategy. For over two decades, our investment strategy has led us through difficult economic times and has proven to be a reliable foundation for building successful roadmaps to your future. As we continue to construct customized, goal-oriented portfolios, we will continue to have faith in our principles of maintaining objectivity, managing risk, and rules-based investing.
Rather than following investment trends, we take the time to meticulously research stocks and sectors in order to provide you with sound, unbiased advice.
We can’t foresee everything but do our best to be prepared for anything. By identifying your goals and prioritizing your needs, we are better positioned to plan and adapt to any unforeseen circumstances that come our way.
Our systematic approach is structured to outlast trends, navigate market fluctuations, and help you secure stable, long-term results. That being said, we focus on:
to adjust equity exposure based on our research and your level of risk tolerance.
to differentiate our holdings and better protect and focus your capital.
to find the best companies that reflect your values and suit your objectives.
We were looking for an advisor to help us meet our retirement goals. A family member recommended David Hewson and his team, and we met with them in the summer of 2019. We were introduced to Martin Schultz, Helen Soares, and Nicole Keegan. Upon meeting, Martin had prepared a financial forecast for our retirement under different scenarios. We were very happy with Martin’s approach and retained RBC DS in the summer of 2019. Since then, Hewson Wealth Partners has been managing our investment portfolios and Martin has been our financial planner, providing us with excellent service and helping us to meet our financial goals and early retirement plans.
Martin is very knowledgeable of the market conditions and his communication skills are excellent. We also appreciate David’s weekly email updates and financial outlook and forecasts – this was especially important during the global pandemic in 2020 amidst global economic uncertainty. Martin was exceptional during this time in communicating with us and putting our minds at ease. We highly recommend Martin as a financial advisor for several reasons:
We are pleased with the services provided by Hewson Wealth Partners and highly recommend them.
I couldn’t be more pleased with the exceptional work my investment team at Hewson Wealth Partners has done in diversifying my portfolio after my retirement over fifteen years ago. They have ensured my investments consistently performed in line with, or even above, market expectations. When it came time to fund my overseas house construction, they were efficient and quick in providing the necessary support.
What truly sets them apart is their consistent communication, keeping me informed of any challenges stemming from market fluctuations, political changes, or other factors. Their in-depth knowledge and personal touch gave me complete confidence, and I’ve happily referred their services to friends and family. I’m grateful to have a team that not only excels professionally but also makes me feel secure in my financial future.
Discover how our motivated team can support you along your financial journey.
