Investment Analysis | Wealth Management | Portfolio Management
The only way to keep your money is to limit your risk.
Welcome to ValueTrend Wealth Management of Worldsource Securities Inc.. We are an independent full-service Canadian wealth management firm. We serve clients from across the country.
ValueTrend was founded in 2008 by Portfolio Manager Keith Richards, one of Canada’s first accredited technical analysts. Keith brings over 25 years of investment experience to the table, and has built the business on a solid foundation of fierce independence and putting the needs of clients first.
Unlike other independent and big-bank firms, ValueTrend has no sales targets, sales incentives, bonus trips, awards, or empty titles that you pay for.
- We don’t offer excuses when you ask important questions
- We don’t ask you to ‘buy-and-hold’ when that doesn’t work
In other words, we’re different because with your percentage-based flat fee, we only succeed when you do. There are no hidden costs. If we want to increase our revenue, we have to increase the value of your portfolio. It’s as simple as that.
ValueTrend is a wealth management firm that is different by design. We have carefully developed a sustainable and reliable system for successful investment management – and have a track-record to prove it. It is not hocus-pocus. It has been developed through exhaustive research and analysis over the course of 25 years covering a wide range of market conditions. The ValueTrend approach to portfolio management and investment analysis has withstood the test of time. This is what makes us one of the leading wealth management firms in Canada.
That is why we say – “Limit Your Risk – Keep Your Money“.
Have a look around, learn about our investment approach, watch Keith’s past BNN appearances, read Keith’s articles, and take a look at our investment case studies. Be sure to check out our bi-weekly “SmartBounce” blog on the technical analysis of stock trends.
If you have any questions or would like to schedule a no-obligation meeting to discuss how the ValueTrend approach can support your investment goals and objectives, please contact us
LIMIT YOUR RISK, KEEP YOUR MONEY.
Recipient of the 2017 Canadian Business Excellence Award
ValueTrend has cemented its role as one of the leading wealth management firms in Canada as a proud recipient of the 2017 Canadian Business Excellence Award.
