Enabling people to plan life well through smart & thoughtful financial guidance.
Our Investment Philosophy
PLAN. PROFIT. PROTECT.™
Committed to their financial well-being, our solitary goal is to help our clients create the life they want, with the preservation of their wealth being paramount. As such, we are committed to investing their hard-earned money in suitable, best-in-class investment strategies that will preserve and grow their savings over the long term.
How do we do it? In addition to investing in economic sectors that show strength with positive momentum, we employ a proven variety of tactical asset allocation strategies, including the use of cash-like investments during times of uncertainty. We are students of Benjamin Graham (Warren Buffett’s pedagogue) who believed the “management of risk is more important than management of returns”.
While implementing our proactive investment management approach, we focus on
measured risk, consistent returns
and effective execution.
As Seen & Heard On:
Testimonials
Why Did You Become A Financial Advisor?
Cadence’s Analysis
Happy Holidays
December Newsletter – All I Want for Christmas is Another November
November Newsletter – Up, then Down, Now What?
October Newsletter - The Last Hurdle
September Newsletter I Know What You Did Last Summer
August 2023 - Newsletter Are We There Yet?
July Newsletter - Home Is Where The Heart Is
Lets Make a Deal June 2023 Newsletter
How We Can Serve You
Risk Management
Financial Planning
Estate & Charitable Planning
Advisor Managed Portfolio
Resources & Market Updates
Asset Allocation
Estate Planning Guide
Trends & Ideas
Market Perspectives
A Life Well Planned
Insights & Strategies
- Cadence Financial Group
- 410-1040 West Georgia Street Vancouver, BC V6E 4H1
- T: 778.650.4906
- TF: 877.379.3001
- Cadence Financial Group
- 18 King Street East Suite 1400 Toronto, ON M5C 1C4
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