Welcome to Valuetrend

Limit Your Risk
Keep Your Money

Confidence in knowing your wealth is being managed

News

Latest Insights and Market updates

ASK US ANYTHING ANSWERS: PART 1

Your questions – answered!

US vs. Canadian Banks cage-match.

It ain’t over ’til the fat lady sings for the US or Canadian banking sectors.

A few observations

As an investor, you need to ignore those who would influence you, and follow your rules.

Keith Richards | Smart Money, Dumb Money

Click the link below to view our weekly video series, Smart Money - Dumb Money.

Learn More

As Seen In

Keith's On Demand Technical Analysis course is now available online

Click here for more information

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,

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, 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."

Ann G.

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

David W.

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

Ann N.

"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.

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

Larry G.

We have been with ValueTrend Wealth Management Inc. for almost 30 years. They are very knowledgeable, capable and forthright, and most importantly always available.

Dave J