Financial Planning & Advisor Services
With this in mind, Mike created Hillside's comprehensive strategy to help clients take their first steps toward a secure financial future. In pursuit of your financial well-being, we integrate many disciplines and consider many angles. As your wealth planning team for life, we will collaborate with you and your other professional advisors in building personalized strategies designed around your objectives. We are one of the few organizations in Canada authorized to provide complete discretionary portfolio management to our clients.
And despite the credit and euro crises, the firm’s assets have swelled more than 37 per cent to $93.6 billion, all of it managed from Vancouver. The Vancouver investment industry owes much of its strength to a handful of local pioneers. Family Office Founded in 1964 by Art Phillips – who later became mayor – Bob Hager and Rudy North, PH&N started with just $3 million in capital. Royal Bank of Canada bought the firm in 2008; by then it managed close to $70 billion in assets.
It now manages some $43 billion for institutional and individual investors, under a “multi-boutique” model, with stand-alone investment affiliates backed by centralized distribution and business management. Trusted advisors and specialists combined with industry-leading portfolio management and planning software. But it’s hard to beat expertise based on experience and acumen. In partnership with SHOOK Research, we present a first-ever list of the country’s most effective financial advisors. We have conversations with you to develop a deep understanding of you, your family and your financial objectives in relation to your particular timelines, risk tolerance and other considerations. Our team will always be there for you – ensuring you have control of your financial lives.
It’s a title reserved for a select group of investment professionals. It requires advanced investment qualifications, professional development and extensive experience advising clients. With significant investing expertise, advanced credentials and a network of professional resources, Darren is uniquely qualified to manage your wealth. The financial advisor asks about the client's financial situation, personal and financial goals and attitude about risk.
Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. For more information about Quintessence Wealth, please consult the official website at Life’s many events drive your financial picture, sometimes bringing changes to your already existing plan.
Objective advice all the time - no product sales, no commissions and no conflicts of interest. Top Wealth Advisors were evaluated and selected by Shook Research and The Globe and Mail. To supplement editorial coverage, advisors had the option to purchase a Sponsor Content profile. We can recommend the most strategic and tax-efficient ways to finance business growth.
Our experience, conviction and objective advice means effective portfolio design and favourable results for our clients. It’s about identifying the gems in the market and allocating them in your portfolio to make the most of your wealth. We have experienced firsthand tumultuous markets, recessions, and bubbles, and we are still intrigued by the markets and the opportunities they hold.
At IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business. Wealth management is more than choosing investments and portfolio returns.
Please check back later or contact your portfolio manager for support. As your champions of innovation, we always look to the future to provide you with tailored solutions and better ways to invest. We evaluate investment markets systematically and continuously to identify hidden opportunities and better manage risk.
Go beyond diversification with a portfolio that recalibrates to changing markets. If you are an individual investor, we know you are looking for performance you can count on and people you can trust. If the Canadian government raises capital gains tax, there are a few key points to keep in mind...
At Ciccone McKay, our approach is based on our key values of transparency, collaboration and balance. These inform our process, the core of which is understanding what really matter most to you in every aspect of your financial life. At BMO Nesbitt Burns, our Investment Advisors can help you develop a plan that’s right for your needs – today and in the future. No matter where you are in life, our Advisors help individuals, families, successful entrepreneurs, business professionals and corporations by providing expert financial advice.
Leith and his team stayed close to the sector weightings of the benchmark TSX/S&P Total Return Index – but they set out to beat the index by picking the best companies. As of last September 15, the Model Portfolio had posted a 14.9 per cent compound annual return since inception, versus 8.8 per cent for its benchmark. But here’s what several of Vancouver’s leading investment pros have to say about where their industry came from, how it works – and what it could become. One of Vancouver's more colourful money managers, Wayne Deans is known to dress loudly, laugh easily and swear fluently. Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.
And despite the credit and euro crises, the firm’s assets have swelled more than 37 per cent to $93.6 billion, all of it managed from Vancouver. The Vancouver investment industry owes much of its strength to a handful of local pioneers. Family Office Founded in 1964 by Art Phillips – who later became mayor – Bob Hager and Rudy North, PH&N started with just $3 million in capital. Royal Bank of Canada bought the firm in 2008; by then it managed close to $70 billion in assets.
It now manages some $43 billion for institutional and individual investors, under a “multi-boutique” model, with stand-alone investment affiliates backed by centralized distribution and business management. Trusted advisors and specialists combined with industry-leading portfolio management and planning software. But it’s hard to beat expertise based on experience and acumen. In partnership with SHOOK Research, we present a first-ever list of the country’s most effective financial advisors. We have conversations with you to develop a deep understanding of you, your family and your financial objectives in relation to your particular timelines, risk tolerance and other considerations. Our team will always be there for you – ensuring you have control of your financial lives.
It’s a title reserved for a select group of investment professionals. It requires advanced investment qualifications, professional development and extensive experience advising clients. With significant investing expertise, advanced credentials and a network of professional resources, Darren is uniquely qualified to manage your wealth. The financial advisor asks about the client's financial situation, personal and financial goals and attitude about risk.
Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. For more information about Quintessence Wealth, please consult the official website at Life’s many events drive your financial picture, sometimes bringing changes to your already existing plan.
Objective advice all the time - no product sales, no commissions and no conflicts of interest. Top Wealth Advisors were evaluated and selected by Shook Research and The Globe and Mail. To supplement editorial coverage, advisors had the option to purchase a Sponsor Content profile. We can recommend the most strategic and tax-efficient ways to finance business growth.
Our experience, conviction and objective advice means effective portfolio design and favourable results for our clients. It’s about identifying the gems in the market and allocating them in your portfolio to make the most of your wealth. We have experienced firsthand tumultuous markets, recessions, and bubbles, and we are still intrigued by the markets and the opportunities they hold.
At IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business. Wealth management is more than choosing investments and portfolio returns.
Please check back later or contact your portfolio manager for support. As your champions of innovation, we always look to the future to provide you with tailored solutions and better ways to invest. We evaluate investment markets systematically and continuously to identify hidden opportunities and better manage risk.
Go beyond diversification with a portfolio that recalibrates to changing markets. If you are an individual investor, we know you are looking for performance you can count on and people you can trust. If the Canadian government raises capital gains tax, there are a few key points to keep in mind...
At Ciccone McKay, our approach is based on our key values of transparency, collaboration and balance. These inform our process, the core of which is understanding what really matter most to you in every aspect of your financial life. At BMO Nesbitt Burns, our Investment Advisors can help you develop a plan that’s right for your needs – today and in the future. No matter where you are in life, our Advisors help individuals, families, successful entrepreneurs, business professionals and corporations by providing expert financial advice.
Leith and his team stayed close to the sector weightings of the benchmark TSX/S&P Total Return Index – but they set out to beat the index by picking the best companies. As of last September 15, the Model Portfolio had posted a 14.9 per cent compound annual return since inception, versus 8.8 per cent for its benchmark. But here’s what several of Vancouver’s leading investment pros have to say about where their industry came from, how it works – and what it could become. One of Vancouver's more colourful money managers, Wayne Deans is known to dress loudly, laugh easily and swear fluently. Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.
Replies