The Benefits of Portfolio Management
Consistency, commitment, loyalty and communication are cornerstones of John and Travis’s client-first philosophy. For clients who prefer to leave the day-to-day investment decisions at the discretion of a Portfolio Manager, John and Travis are attuned to their clients’ personal financial goals, objectives and acceptance of risk.
John and Travis begin each relationship by analyzing their client’s current financial position and overall investment goals. They then work closely with Odlum Brown Financial Services Limited, a wholly owned subsidiary of Odlum Brown Limited, to create a plan that addresses their client’s individual income needs, retirement goals, estate planning and tax issues. Once established, they create a customized investment strategy that defines a suitable allocation of equities, fixed income, cash and cash equivalents for each client. Both John and Travis are qualified to trade options products for clients for whom such products are suitable.
Semi-annually, clients are provided with portfolio appraisals that offer analysis of performance, transactions and portfolio income that includes timely information on market expectations. Personal meetings are scheduled regularly to review the portfolio and discuss any changing personal circumstances.
In the Community
John is the Regional Chair of the Vancouver Coastal Region for Diabetes Canada, a cause that is near and dear to him as a Type I diabetic. He also supports many worth causes in the Lower Mainland that invest in the well-being of our next generation such as Backpack Buddies, KidsSport, Kids Up Front and the United Way.
As a devoted soccer fan, who also enjoys golfing, skiing and tennis in his leisure, Travis is an active fundraiser for initiatives such as KidSport. Every fall, he changes the face of men’s health by fundraising for Movember.