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Cairns Investment Management
An advisor who puts clients first offers the best advice
Most people need an advisor they can trust to act in their best interest – someone they can collaborate with to make smart decisions about their money
Most people want a plan with appropriate structure, balance and diversification to ensure accomplishment of their goals
We offer an individually-tailored approach to accommodate the scope and depth of your investment and retirement planning.
Retirement planning is complex – we offer solutions to provide you with the confidence to succeed
A key part of your plan is providing for your lifestyle retirement goal – our retirement projection focuses on tax-efficient accumulation and withdrawal strategies to map out a plan for you.
Portfolio management is a key function within our financial planning approach
your progress frequently serves as a prompt to take action to ensure your goals remain on track
Gain control of your time – don’t wait until you retire to achieve financial peace of mind
We have offered retirement and investment planning to legal professionals, owners of small businesses and wealthy individuals through market cycles over 30 years.
The discipline of our Investment Policy Statement ensures that we understand your comfort with the balance between risk and return.
We emphasize a personalized approach, easy to understand communication and transparency of the total cost of our service.
Connect with the Team
Member – Canadian Investor Protection Fund
Complaint Handling Procedure
Statement of Policies Respecting Conflicts of Interest
Relationship Disclosure – Advisory Accounts
Relationship Disclosure – Managed Accounts
Best Execution Policy
Member – Investment Industry Regulatory Organization of Canada