Welcome
When choosing an Investment Advisor to help you with your financial planning and investments, it is important that the professional has a thorough understanding of all aspects of the financial markets and the financial plan – not just the products that are recommended. Selecting the investments is only one part of the financial plan and is just the start – monitoring the portfolio and adjusting the plan over time to ensure that it matches your changing needs and market conditions is when most of the work is done. Make sure you choose the Investment Advisor who will take you through the entire process.
Value Added Services
One of the valuable benefits that clients receive when dealing with Vincent and his Assistant, Tamara Duncan, is a commitment to provide exceptional service and quality advice. He does much of his work after the initial meetings. Once a financial plan is set up to suit a client's needs and objectives, there is continuous monitoring of the portfolio – such as risk exposure, asset allocation, tax implications, foreign diversification and sector weightings. Vincent meets with his clients on a regular basis to conduct a thorough review of the markets and the portfolio.
Vincent believes in constantly educating his clients on the dynamics of the financial markets and how it impacts their investment portfolio. Some of the methods he uses to educate include seminars, newsletters, market research and regular email commentary.
For more information on the value added services that Vincent provides, please feel free to contact him directly at (604) 647-2878.
Quarterly Newsletters
Please take a look at Vincent's latest quarterly newsletters for important updates on key financial planning and investment topics.
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