For over 23 years it has been my pleasure to serve the Cowichan Valley with investment advice. Along with my partner, Ian Campbell, and our assistant, Ellen Tannock, we plan to continue providing portfolio strategies that meet the needs of our clients.
Our clients rely upon us to build and maintain dividend portfolios that provide income and growth, minimizing risk and volatility. Our approach is based on Macro views, that we use to forecast current market trends.
Our success, as one of the Cowichan Valley’s premier advisory teams, is partly due to our client first approach. Industrial Alliance Securities allows us the independence to put the clients needs first.
We are mostly transactional based as we believe this offers greater transparency and lower cost to our clients.