Welcome to Valuetrend

Limit Your Risk
Keep Your Money

Confidence in knowing your wealth is being managed

News

Latest Insights and Market updates

VIX & PUT/CALL RATIO NEARING CAPITULATION BUY SIGNAL

Last week I reported on my Bear-o-meter reading – which  I noted had turned from a “neutral” score in November, […]

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Bear-o-meter moves to “Bullish”

Today we will do our monthly look at the risk/reward profile of the major US S&P 500 index. Before that […]

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Get on it!

To start, I want to remind everyone that I am involved with two MoneyShow webinars this Wednesday and Thursday. The […]

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Keith Richards | Smart Money, Dumb Money
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Smart Money Dumb Money

Click the link below to view our new weekly video series, and watch this space for news on our upcoming Live YouTube TV show, Smart Money - Dumb Money.

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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, 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 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".

The only way to keep your money is to limit your risk

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.

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"We are feeling comfortable with ValueTrend and knowing you are vigilant, proactive and manage risk."

David W.

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"Just wanted to let you know "GOOD WORK VALUETREND!".

Ann N.

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"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."

Edward G.

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"Having our money with you is the best thing I’ve done in 40 years of investing."

Larry G.

Limit Your Risk, Keep Your Money

Watch this video to learn how ValueTrend limits your risk and helps you keep your money growing.

Our Team

Recipient of the 2017 and 2019 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 and we are pleased to announce we have also won the 2019 Canadian Business Excellence Award.

VaueTrend receives the 2017 Canadian Small Business Excellence Award in Toronto, Ontario
VaueTrend receives the 2019 Canadian Small Business Excellence Award in Toronto, Ontario
Portfolio Management Association of Canada

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.

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