We are a different breed of investment specialists.
ValueTrend Wealth Management is the trade name used by Keith Richards, an independent Portfolio Manager with a well-informed dedication to risk management strategies
What makes us different?
- 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 our 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. That is why we say “Limit your Risk – Keep your Money”
ValueTrend is different by design. We have carefully developed a sustainable and reliable system for investment success – and have a track-record to prove it. It’s not hocus-pocus: it’s been developed through exhaustive research and analysis, and withstands the test of time.
Founder and owner Keith Richards has been in the securities industry since 1990. ValueTrend manages over $100 million through a discretionary investment service for high-net-worth clients. Keith 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. Mr. Richard’s articles appear regularly in INVESTORS DIGEST, MONEYLETTER, GLOBE AND MAIL, and the TORONTO STAR newspapers. His appearances on BNN Television have inspired producers to acknowledge him as “one of [our] most accurate technical analysts.” Mr. Richard’s first book, SMARTBOUNCE: 3 ACTION STEPS TO PORTFOLIO RECOVERY, is available in bookstores and directly through his blog page www.valuetrend.ca/blog/. His second book, SIDEWAYS: USING THE POWER OF TECHNICAL ANALYSIS TO PROFIT IN UNCERTAIN TIMES was released in late 2011. He has been critical of the commission-based, follow-the-pack approach to investing – where brokers succeed regardless of performance.
To remain unfettered by self-advancing corporate objectives, Keith partnered with Worldsource Securities. This company provides the safe “back office” that allows ValueTrend to create financial plans and investment solutions that are truly focused on meeting the needs 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.
ValueTrend, rooted in proven market-analysis methods, offers a new, different client centered 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.