Do you want to spend your retirement travelling the world or pinching pennies? Do you want to retire at age 60 or at age 70? Do you want to have enough to give your children a jump start on life or have them struggle on without your assistance? These are easy questions to answer but achieving the result you want often depends on the success of your investments. Working with the right investment advisor can increase your chances of having a successful long-term investment experience. And by success we don’t mean whether you hit a big homerun by picking the top stock or picking the next star fund manager. Successful investing is more about avoiding common mistakes that many Canadian investors are making right now. Please contact us for a complimentary initial consultation and we’ll help you answer some of the following key questions:
The Investment Management ProcessInvestment management is an important component of your long-term financial plan. It takes time, discipline, confidence and we believe a genuine interest in investing and the investment process. An Investment Advisor in VancouverIf you would rather remove this stress from your life (and spend more time doing what you want to do) Chalten is an investment firm in Vancouver that offers independent investment management services. As your investment advisor we help you through each step of the investment management process to make sure the approach is customized to your needs. The investment management process involves the following steps:
*It is important to note that Chalten does not hold client assets directly. Rather they are held in custody with a regulated financial institution (Credential Qtrade), to ensure maximum protection of your assets. Qtrade is a member of the Canadian Investor Protection Fund. Investment ProductsWhile Chalten is an investment firm in Vancouver, we use global best in class investment products from investment companies that are aligned with our investment philosophy and the best interests of our clients – specifically we use low cost mutual funds from Dimensional Fund Advisors and Exchange Traded Funds (ETFs) from Vanguard™ and iShares® that are combined to form target portfolios that best suit your needs. Fee-Only AdviceLooking for Fee-Only Investment Companies in Vancouver?The National Association of Personal Financial Advisors (NAPFA) defines a Fee-Only financial advisor as: "One who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product." You compensate us directly for the work we do to manage your investments. This removes any conflict of interest and frees us to search for the best and most appropriate investment products. For more information on our investment management fees please click here. |
Our approach contrasts that of many advisor services.We help you feel empowered, confident and in control.We provide independent and fairly priced advice.Our only source of compensation is directly from you.A good financial plan will increase your confidence.We employ an evidence based approach to investing. |
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