Valgard Investments 7th Floor 3300 Bloor Street West Toronto

Valgard Investments at http://valgardinvestments.com

Valgard Investments is wholly owned boutique wealth management firm that offers a truly unbiased financial planning, investment advice and asset management service that is built around a solid foundation and philosophy that focuses on core values and each and every clients financial well-being. Valgard Investments has been refining its client/advisor partnership for over 5 years ensuring the highest standards of excellence are maintained.

Our unique strategic approach to wealth management provides you with a team of professionals that combined, excel in all financial disciplines to help you simplify your life, and provide you with the peace of mind that a solid financial future can bring.

We use a strategically disciplined investment strategy which is based upon strong academic research and competent market theory, which takes away any emotion and mitigates risk. Our global network allows us to capture global market returns which in turn and drives the success of your bespoke wealth management strategy. Finally, our objective, independent team provides global insight, first rate advice coupled with an ethical, transparent relationship.

We’re very proud of the fact that our strategy and approach to wealth management have earned Valgard Investments a reputation for achievement among our peers. Even more rewarding is the recognition that our efforts and philosophy have earned us the most important asset: the trust of our valued clients. Without the support of our loyal clients ours, like any business would be doomed. We are what we achieve for our clients, and it’s reaching their goals that drive us.

Henry Creswell – CEO and Founder
Henry Creswell is the founder of Valgard Investments. As CEO his main objectives are developing and shaping the overall vision for the firm.

William Bowles - Investments & Research Director
William has maybe one of the most important roles withinValgard Investments, by leading the firm’s investment team he is responsible for wide variety of sectors and markets.

Brian Batty - Senior Wealth Advisor
Brian’s role as a Senior Wealth Advisor means he works with mainly with our high net worth clients covering all aspects of planning and portfolio management.

Luke Blanchard- Senior Wealth Advisor
Luke is a seasoned Senior Wealth Advisor with over 30 years financial experience covering a wide variety of sectors. In this role, Luke is responsible for all elements of our client relationship and portfolio management structures.

Jeremy Blanchard - Director of Institutional Client Services
Jeremy has accumulated over 25 years of knowledge of the financial planning and investment world; he is a highly respected and active member of the management team.

Kevin Rossi - Investment Trading and Research Specialist
Kevin is a member of the investment team where his responsibilities include tracking and reviewing client portfolios to ensure equilibrium is maintained across all asset classes.

7th Floor, 3300 Bloor Street West, Toronto, Ontario, M8X 2W8 CANADA
E-mail: [email protected]

Created anonymously 12th August 2015 for 1 year only