It is not too late (if you forgot to RSVP, or the invite went to your junk mail), if you wish to join us just give us a call. There are a few spots left.
Last year we ( at High Rock) celebrated a new beginning for investors who wanted an alternative to high cost / low service investment / financial advice.
This year with growth of over 100%, we get to celebrate with our clients our success in getting our message across:
Paul and I wanted to create a platform on which to be able to manage our own household money as efficiently and effectively as possible, without having the "middlemen" continuously taking their cut (fees and costs). Some of our efficiencies come from the $100mm that we manage for Scotiabank.
Once we had this set up, we also wanted to be able to do this for our friends, family and those who believed in our way of investing: core balance, with a tactical twist that would enable us to efficiently reduce risk while at the same time maximize our returns within that lower risk framework. We have certainly accomplished that.
Reducing costs should not and does not necessarily have to come with a trade off of reduced service. All of our clients know that their life goals and the time horizon for achieving those goals are our number one priority.
We visited clients earlier this week who had a family issue that had made them re-think their plans for the future and our first response to them was: let's have a look at your Wealth Forecast and build in a few more scenarios before we make any decisions. Then we can crunch the numbers and look at it and make any strategical changes to your portfolio that become necessary.
They were very thankful (lots of big hugs), as if this was something that we were going out of our way to do. I said to them in response: "guys, this is what we love to do: to make sure that what you need, to have a happy and comfortable life, is our first priority".
So tonight we are celebrating our bold new adventure to continue to try to adjust the way people think about how they receive their financial services.
There is a better way, you just need to have the courage and make the effort to go out and find it. It will be worth your while and that is something that I can personally guarantee.
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Scott Tomenson,CIM Managing Partner, Chief Investment Strategist