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 are copies of BCV Asset Management’s quarterly reports for Q3 2016: (201610) The Blue Chip Report (20160930) The Dividend Growth Story (20160930) BCVAM Performance Reporting Should you have any questions, please don’t hesitate to get in touch with us.
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