Unlike other investment management strategies crippled by market volatility, ValueTrend’s Wealth Management process is rooted in advanced technical and fundamental analysis. This process takes advantage of market shifts to reduce stock market exposure when risk is high, and re-enter the stock market when risk is low and assets are on sale. We limit portfolio risk and protect our client’s assets.
Does it work? At ValueTrend, client satisfaction speaks for itself. Our clients’ portfolios have out-performed the stock market while facing less risk. We invite you to examine our track-record and talk to our clients. Click to view our client satisfaction survey and have a look at our investment management case studies
Recipient of the 2017 Canadian Business Excellence Award
ValueTrend manages over $135 million through a discretionary investment service. Our founder, Keith Richards has been in the securities industry since 1990 and is a highly regarded member of the small, exclusive community of Chartered Market Technicians in Canada.
Keith has been critical of the commission-based, follow-the-pack approach to investing – where brokers succeed regardless of performance. At ValueTrend we are contrarians, and follow a unique independent approach to investment analysis and portfolio management based on advanced fundamental analysis and technical analysis of stock trends. We do our own research and march to our own drum.
To remain unfettered by self-advancing corporate objectives, we partnered with Worldsource Securities in 2008. This company provides the safe “back office” that allows ValueTrend to create financial plans and investment solutions that are truly focused on meeting the investment needs and objectives of Canadian investors.
Worldsource is an arm of well-established parent company, Guardian Capital Group Limited. It is a member of the Canadian Investor Protection Fund and the Investment Regulatory Organization of Canada.
What does this independent business structure mean to investors? Safety, accountability, and convenience. You enjoy all the security and online accessibility of holding your assets with a chartered bank (our client accounts are held with National Bank as the custodian and broker), without having to deal with the bank directly. At ValueTrend, we know and understand our clients – you are more than just a number.
The ValueTrend Wealth Management approach, rooted in proven and unique market analysis and individual stock analysis methods, offers a new, refreshingly different approach to investing.
LIMIT YOUR RISK, KEEP YOUR MONEY.
About the ValueTrend Wealth Management Team
Keith Richards, CMT, CIM, FCSI
Portfolio Manager, Technical Analyst
ValueTrend Wealth Management’s founder and Portfolio Manager Keith Richards has been professionally engaged in the securities industry since 1990. Well known nationally, Keith appears regularly on BNN Television’s prime time show, Market Call, for analysis and insight into market-driving events. BNN acknowledges him as “one of [our] most accurate Technical Analysts”.
An effective writer, Keith contributes to a number of financial publications including; The Globe and Mail, Toronto Star, Financial Post (National Post), The Money Letter, and Investor’s Digest of Canada. He is also quoted weekly in Bloomberg and Reuters market look-ahead interviews.
Keith has published two books on the subject of Technical Analysis: SmartBounce: Three Action Steps to Portfolio Recovery (BPS Books, Toronto, New York, 2008) and Sideways: Using the Power of Technical Analysis to Profit in Uncertain Times (BPS Books, Toronto, New York, 2012).
Craig Aucoin, CFA
Investment Advisor, Fundamental Analyst
Craig Aucoin is ValueTrend’s resident fundamental analyst. Craig spent nine years as Senior Institutional Equity Trader at Scotia Mutual Funds and BMO Harris Investments. Prior to joining ValueTrend in 2012, he managed the public and private securities of a boutique investment firm in Toronto. He was past Director of the Toronto Traders Association, and is a CFA charter holder.
Investment Advisor Assistant, Office Manager
Cindy has been in the financial services industry for 24 years, 12 of which have been working with Keith Richards and ValueTrend Wealth Management. Prior to joining ValueTrend, she worked as an Investment Advisor Assistant at CIBC Wood Gundy. Cindy’s primary goal is to provide prompt, efficient and accurate administrative service to ensure that the expectations of our clients are not just met, but exceeded. She also provides coordination for many of the details surrounding client events, coordinates client income requests, and oversees the processing of all new client applications.
Kevin came to ValueTrend as a mature student seeking co-op placement while working on his Accounting diploma at Georgian College. After employing him as a part-time assistant at ValueTrend, we realized that Kevin was a natural fit for the team. Kevin is currently working towards his registration as an Investment Advisor, and will be pursuing a CFP designation. Prior to Georgian College, Kevin completed a BSc at McMaster University in Life Sciences.
Jane not only provides support for day to day office operations and extra hands needed for projects. She’s been instrumental in designing the office décor to suit the season yet not afraid to get her hands dirty by pulling weeds in the office gardens. She does whatever needs doing. But, Jane is MORE than a “Girl Friday”; she’s the quiet strength behind ValueTrend’s Keith Richards…no small task!
L to R: Kevin Banbury – Administrative Assistant; Jane Richards – Administrative Coordinator; Keith Richards, CMT – Founder, Technical Analyst & Portfolio Manager; Cindy McIntyre – Office Manager; Craig Aucoin, CFA – Investment Advisor & Fundamental Analyst.