Thank you for visiting our website. We take the job of investing your assets very seriously and are concerned about the outcomes you experience. We want you to receive great service combined with our effort to treat each client uniquely by understanding your personal needs and goals. We bring our tools, products, top ranked economics research team, portfolio management team, and other experts to bear on managing the world's most important investments...Yours!
Wally is an Investment Advisor in British Columbia. His previous experience in the energy and utilities sectors included major commercial and economic responsibilities for multi-billion dollar energy projects. During this time he developed a keen knowledge of the business environment and is looking forward to developing solutions to meet your needs and goals.
National Bank is one of Canada's six largest banks having roots in Canada starting in 1859. It's wealth management division, National Bank Financial, is a full service IIROC-registered investment dealer which manages and advises on more than $86 billion.
Approach to Investing
Our goal is "to under promise and outperform" while providing you service. Our philosophy of using quantitative research and valuation allows us to focus on timely shifts in asset allocation and strategy adjustments while providing diversified portfolios.
If you have an interest in investing with us use our contact information so that we can provide you with more information. This website is currently being upgraded and in the near future we will have more information to help you meet your goals.