We assist professionals and business owners by utilizing a needs based financial planning process. We simplify and coordinate their unique financial needs to provide clarity, transparency and accountability for investment performance. Frequently we will refer clients to Investment Counsellors or Private Client Money Managers for their portfolio management needs. Thus we become the client’s investment advocate and help hold the Investment Counsellor accountable.
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Included below is a link to an appearance by BCV’s Tony Demarin on BNN’s Business Day AM segment on Tuesday September 20th. In this appearance, he commented on the reason that they recently sold shares of BCE Inc., Fortis Inc. and The Coca-Cola Company from client portfolios. For these three companies, they determined that the Read More…
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