Fraser Kochan, Erin Mullin and Dorene Bymoen 


Invest in Your Future with Conservative Portfolio Management
 
You've worked hard to get where you are today and you'd like your money to continue doing the same. You need to depend on someone who has your best interest in mind someone who is trustworthy, professional, and knowledgeable someone who will help you achieve your retirement goals and financial independence.
 
Understanding Your Objectives

Before you are offered any financial advice, we undertake a thorough review of your situation. We will explore your retirement goals, tax status, income requirements and risk preference. Based on this assessment, we will build a customized portfolio tailored to your personal needs.

Service You Can Count On

Conservative portfolio management is based on long-term relationships. Using state-of-the-art technology and resources, we will monitor your accounts and provide you with regular updates, appropriate research and analysis and ongoing consultation.

Low Risk, Effective Strategies

Our investment philosophy is based on risk reduction strategies, emphasizing the safety of your capital combined with enhanced returns. Our techniques match your goals with the most secure investment program available in order to help you achieve your financial dreams. We will help you structure the portfolio that's right for you. The proper diversification and appropriate asset mix will help you achieve the maximum return with the minimum of risk.
 
Come in and Meet Us
 
The first time we get together, learning all about you and your family will be our main focus. The better we understand your personal situation, needs and concerns, the better we can determine if we're going to be a good fit and how we can best help you. You'll want to learn about us too and we'll be ready to answer any questions, and tell you about our background, experience, expertise, investment philosophy and what makes us unique and hopefully better, for your choice of a wealth management team.
 
You can download our Family Snapshot QuestionnaireCompleting a bit of this in advance will save a little time when you come in and help ensure our understanding of your current situation as well as your goals and objectives.
 
If you recently had a less than favourable investment experience, you're likely reassessing your Risk Tolerance at this time. You can download our Reassessment Risk Questionnaire. These questions can help you organize your thoughts on risk and if you can fill this out in advance of our meeting, it will help us a lot in getting to know you better.
 

 

Important notices