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Before designing your portfolio, or even reviewing your existing one, we – Hayes Vickers Private Wealth – spend time getting to know you. With an understanding of your family, business, general needs, and circumstances, we can then apply our three-pronged investment philosophy to your portfolio.
Natalia, our market specialist, has her finger on the pulse of the latest market movements and economic outlook. However, we know that the timing of downturns can’t be perfectly predicted. That's why your portfolio is diversified and positioned for any market event.
We determine the perfect blend of stocks (for growth), bonds (for income), and other types of global investments to meet your unique needs. It’s about steady, reliable returns with your goals in mind.
The best investment decisions are objective. We help you take emotions and guesswork out of investment decisions. Like in 2008, when the Great Recession hit Canada, and we put money into the markets to capture low prices on valuable companies. It’s the reason many of our clients’ portfolios fully recovered in a little over one year.
Our disciplined process helps us build a portfolio that truly reflects your wants and needs, select securities and optimal asset allocation, accordingly, and much more. However, there are other benefits, too – your confidence in a secure financial future, and our ability to devote time to the other wealth planning services you need.