I am pleased to announce my move to Acumen Capital Partners! Please allow me to express my gratitude for your business. Together, we have developed a relationship that is very important to me, and I hope to retain your trust going forward.
The decision to change investment firms can be difficult. My simple criteria of prioritizing the interests of my clients made it clear to me what I had to do. I am fully aligned with Acumen’s commitment to putting clients first.
I look forward to assisting you with your Wealth Management needs. My office remains at the same location:
101 – 2655 Mary Hill Road
Port Coquitlam BC
To reach me, please call me at 604.474.5235 or email me at firstname.lastname@example.org. Thank you for your continued trust.
As an Investment Advisor, Bill strongly believes that when it comes to the investing public, “the more they know and understand, the more comfortable and better investors they become.” To Bill every client is unique, and uniqueness has to be taken into account when formulating strategy. There is no single approach and investing style that is suitable for everyone. Everyone has different personalities, risk profiles, preferences, constraints, resources, and objectives. From experience, Bill has learned that there is no quick route to financial success. It takes hard work, commitment, and dedication to plan. Good investment strategies are what ultimately drive the success of a financial plan. It’s the quality of investments that provide consistency and stable growth.