As a Portfolio Manager working alongside affluent families and individuals, I know that clients' expectations of their investment professional are very high. They want to be able to work with a trusted advisor who can listen to, understand and ultimately guide them in the right direction to help them achieve their goals. As Portfolio Managers at Capstone, we feel that we are well equipped for the role of serving our clients because of our education, experience, and the fact that we are regulated at the highest level through our provincial securities regulator, the British Columbia Securities Commission.
Our objective in working closely with our clients is to craft a tailored investment strategy which operates as a dynamic blueprint to map out a specific strategy designed to help them reach their financial goals. This is accomplished through a series of meetings focusing on varying topics, such as retirement planning, wealth stewardship, intergenerational transfer of assets and other pertinent matters. The reason the strategy must be dynamic is due to the ever-changing circumstances in clients’ lives; the strategy needs to be adapted and re-worked in order to reflect these constant changes. Perhaps a client received an inheritance or was unexpectedly let go from work. These are material changes that an investment strategy needs to take into consideration. We adapt our clients' investment strategies as their life circumstances change.
Janet Kim Sing, Portfolio Manager
Capstone Private Wealth