I am somewhat blessed in my life because of the nature of my job. I get to meet some really fantastic individuals from many different situations: artists, authors, athletes, media personalities, executives who run large corporations and executives who run their households, small business owners, economists, medical professionals, legal, accounting and educational professionals and those who offer up their time and passion to public service and charitable work. Some continue to ply their trades, some have moved into different chapters of their lives.
The one common denominator is that they all have tremendous experience in their backgrounds and I love the vast amount of collective knowledge that they have attained through their lives.
My High Rock business partner Paul and I started our Private Client Division almost 3 years ago, with a very simple motivation: quite simply, we wanted to offer those interested in investing the way we invest our own and our families money (which we do rather well, I may say) and provide them with the same sort of stewardship that we apply to our own family wealth. We also wanted to do it as openly and transparently as possible, especially when it comes to fees.
Trust is a leap of faith. It takes a long time to build and can be easily broken. We were fortunate to have a number of folks who trusted us right from the get go, that allowed our dream to evolve. For that we are truly grateful. The good news is that some 3 years down the road, they are still with us.
Recently, we decided that we could still grow our business further without compromising our ability to serve our clients and perhaps build more scale whereby we might be able to continue to reduce our costs and pass those on to our clients.
For these purposes, we asked a select few of our highly knowledgeable clients if they would be interested in advising us on matters of technology, marketing and other investment issues.
And so, we have added what we consider to be a brilliant "brain trust" of sorts to establish our advisory board to add their expertise in matters that we may not be so expert at. Our expertise is in wealth and portfolio management and we want that to continue to be our focus, so to have the additional support in growing our business is wonderful and greatly appreciated.
If you wish to visit our website http://highrockcapital.ca/advisory-board.html you can click on the various individuals to see who they are and a bit about them.
We do have so many gifted and talented clients that we are always open to your input. If you wish to get in touch with any feedback, we are wide open to it, so please feel free to email me email@example.com
Scott Tomenson,CIM Managing Partner, Chief Investment Strategist