Enabling people to plan life well through smart & thoughtful financial guidance.
Our Investment Philosophy
PLAN. PROFIT. PROTECT.™

Committed to their financial well-being, our solitary goal is to help our clients create the life they want, with the preservation of their wealth being paramount. As such, we are committed to investing their hard-earned money in suitable, best-in-class investment strategies that will preserve and grow their savings over the long term.
How do we do it? In addition to investing in economic sectors that show strength with positive momentum, we employ a proven variety of tactical asset allocation strategies, including the use of cash-like investments during times of uncertainty. We are students of Benjamin Graham (Warren Buffett’s pedagogue) who believed the “management of risk is more important than management of returns”.
While implementing our proactive investment management approach, we focus on
measured risk, consistent returns
and effective execution.
As Seen & Heard On:











Testimonials
Why Did You Become A Financial Advisor?
Cadence’s Analysis
Hope Springs Eternal - April 2023 Newsletter
One Step Forward, Two Steps Back - March 2023 Newsletter
Thread the Needle - February 2023 Newsletter
2023 Outlook Webinar – Cloudy with a 50% Chance of Sunshine
How the Grinch Stole Christmas
Mama Always Said: Mid-Month Stretch November 2022
September MMS - Looking for Greener Days
September Newsletter - Ring Ring Goes the Bell
How We Can Serve You

Risk Management

Financial Planning

Estate & Charitable Planning

Advisor Managed Portfolio
Resources & Market Updates

Asset Allocation

Estate Planning Guide

Market Perspectives

A Life Well Planned

Trends & Ideas

Insights & Strategies
- Cadence Financial Group
- 410-1040 West Georgia Street Vancouver, BC V6E 4H1
- T: 778.650.4906
- TF: 877.379.3001
- Cadence Financial Group
- 18 King Street East Suite 1400 Toronto, ON M5C 1C4
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Raymond James (USA) Ltd. is a member of FINRA/SIPC.
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