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The only way to keep your money is to limit your risk
Investment Analysis | Wealth Management | Portfolio Management
Welcome to ValueTrend Wealth Management 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 30 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,
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 almost 30 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, 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.
"I feel such a sense of relief having ValueTrend handle my portfolio. I spent many years chasing stocks without having the expertise to do it alone. Thank you ValueTrend for the piece of mind you have given me."
"We are feeling comfortable with ValueTrend and knowing you are vigilant, proactive and manage risk."
"Just wanted to let you know "GOOD WORK VALUETREND!".
"Very happy after having switched to ValueTrend from another provider. Professional, helpful service with a view towards informing and educating their clients. Highly recommend ValueTrend to friends and family."
"Having our money with you is the best thing I’ve done in 40 years of investing."
"My previous portfolio manager provided decent service and results, however the communication and logistics with them was lacking at times. Since moving over to Value Trend, I have been suitably impressed. They make a concerted effort to keep clients informed on what is happening with the markets, VT’s approach, and do it in a way that is a pleasure to absorb. The markets have been pretty bumpy as of late, yet my portfolio has weathered the storms beautifully. We rest a lot easier with VT at the helm."
We have been with ValueTrend Wealth Management Inc. for almost 30 years. They are very knowledgeable, capable and forthright, and most importantly always available.
Limit Your Risk, Keep Your Money
Watch this video to learn how ValueTrend limits your risk and helps you keep your money growing.
Recipient of the 2017 and 2019 Canadian Business Excellence Award
ValueTrend Wealth Management is a proud member of the Portfolio Management Association of Canada. We believe that with the knowledge and information gained through membership, we are better stewards of managing wealth.