Your personal wealth should be guided by a thoughtful plan that stands the test of time.
PORTFOLIO MANAGER, B.E.E., MBA
My expertise in the investment and financial advisory profession began in 1972. I graduated with the Bachelor of Engineering from General Motors Institute in 1971 and then attended the University of British Columbia, graduating with the MBA in 1972.
I started KCM Wealth Management Inc. in the year 2000, applying sound strategies and practices to managing client wealth. Personally assisting clients in realizing their goals and becoming informed, long-term investors. I joined Lycos Asset Management in 2017 sharing similar values and philosophies with its founder, Constantine Lycos.
What I do
I am a “fee-only” portfolio manager and financial planner.
My specialty is designing and managing client investment portfolios. My expertise coordinates the portfolios with the client’s retirement aspirations, estate planning, risk management, income tax and business planning strategies.
My greatest hope is to bring our clients insights and perspectives to guide their long-term finances. We help them to be prudent, informed, long-term investors.
The safety of our client portfolios is vital to our firm. Client portfolios managed by us are held by separate custodian, National Bank Correspondent Network, a subsidiary of the National Bank. This ensures safety of the client assets and professional implementation of transactions. Clients receive transaction confirmations and monthly statements of accounts from National Bank Correspondent Network or other third party custodian.
We are independent. We do not sell products. We have no affiliation with institutions. We are “fee-only”, which means that we are paid only by our clients. We do not receive commissions or trailers from investments. We disclose all professional fees.
Our advice is objective, unbiased and without conflicts of interest. My experience exceeds 40 years. Our suggested investments have no front loads or deferred charges. Our professional fees are deductible for non-registered portfolios. Our newsletters are widely quoted.
Our clients value our objectivity and candid approach.
My core beliefs
My core beliefs address three fundamentals. First, managing your wealth is a long-term process. Second, create and stay with a broadly diversified asset mix. Third, try to avoid incurring large losses.
Please feel free to contact me:
Phone: 1 (604) 739-4500