Who We Serve

Limit Your Risk Keep Your Money

At ValueTrend Wealth Management, our clients deal directly with their portfolio manager, who is accountable solely to them. There are no barriers or excuses.

ValueTrend investors typically entrust us with portfolios of $500,000 and usually well past that milestone.

They are conservative men and women interested in steady growth, rather than wild fluctuations. Their portfolios represent life savings, not risk capital. Our clients are looking for stable, risk-informed wealth management that makes an effort to preserve their capital.

They are individual investors, entrepreneurs, professionals, family trusts and corporate accounts. They are the corporate CEOs who have amassed wealth over a career and the family farmers who have received a lump-sum payment in exchange for their property.

ValueTrend clients live and work across Canada, around the globe, and right next door.  Some are industry savvy and enjoy knowing the day-to-day details, while others are new to investing and prefer to trust they are in good hands between reports. We take the time to educate our clients on the risks and expectations of their portfolio to ensure that their needs are met. The results of our most recent client satisfaction survey emphasize the high level of care ValueTrend clients receive from their portfolio manager, and the trust they place in us.

We wouldn’t expect anyone to invest their money in something we wouldn’t put our own wealth into, so we lead the way. We take care of our client’s money like it’s our own – because we invest our own money the same way.

LIMIT YOUR RISK – KEEP YOUR MONEY

See for yourself what some clients of ValueTrend have to say here.

Please contact us, if you would like more information on becoming a ValueTrend client.

 

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