+1 604 889 8841askmary@truewealth.ca

Wealth Management

Our investment philosophy is based upon a combination of several components. Demographic data are used to identify long-term trends and strategies are created to prepare for different environments. History tells us that it is much more important to protect against loss of principal than it is to squeeze every last fraction out of the market. Our portfolios are designed to be defensive during periods of elevated risk and opportunistic when volatility appears to be reduced.