Advisor Managed Portfolios

Investors look to investment managers that focus on managing portfolio risk and avoid those who make a living trying to predict it.—Seth Allen

How you utilize your financial assets determines when you will be able to realize your investment goals. Whether you’re searching for investment companies in Vancouver to grow your financial resources over time, generate income for retirement or simply to preserve your financial savings for the future generations, you can trust us.

Cadence Financial Group is a boutique investment management team servicing Vancouver, and Toronto; we will act to fulfill your investment options as effectively as ours. Most people mistakenly assume that investment management is solely portfolio management, but that’s only part of it. When we provide you with advisor-managed investment solutions, we will work closely with your accounting, legal, and insurance professionals in order to help each other provide you with performance reports, financial planning and even cash flow analysis, if that is required; ensuring your financial assets are invested properly on an ongoing basis, and your annual income receives beneficial tax treatment.

Along the way, we will prioritize the goals you set and will help you allocate your resources in a manner that balances all the risks while delivering reasonable returns. We are here to help you achieve your investment objectives by creating an appropriate Cadence Portfolio that will be balanced regularly based on your needs and objectives. When we analyze your unique circumstances, we evaluate your investment objectives, your level of risk tolerance, your personal financial plan and tax affairs, and anything else that is relevant to your financial situation.

Unlike other investment companies in Vancouver, we will take what we have learned about you and thoroughly research several investment opportunities. This will be done in order to find only those that fit your bigger financial picture. We also differ from most investment firms in Vancouver because we tend to research all our investment ideas on our own, as well as with the help of third-party managers.

With our services, you will find we use a thoughtful and deliberate process in order to shrink the plethora of investment opportunities. In the end, we will select only those that pass our rigorous screening processes for capital preservation, growth potential, and income.

  • Portfolio management requires monitoring a variety of economic changes in the financial world on an ongoing, consistent basis. Not only does our team scrutinize current fiscal and political events, we also follow the reports and recommendations of Raymond James research analysts. Without this work, we could not possibly understand the impact these external monetary movements will have on our clients’ investment portfolios.

    Understandably, we restrict our investments to those economic sectors that are showing strength with positive momentum because we are committed to investing your hard-earned savings in suitable, best-in-class investment strategies that are selected to preserve and grow your wealth over the long term.

  • Unlike many of our fellow practitioners, our team researches investment ideas and we use research provided by other money managers. As you can readily understand, this additional, unbiased research information assists us immeasurably in our investment management selection process.

    Through calculated, careful consideration, we not only minimize the plethora of recommended investment vehicles, but select only those that pass our strict screening process for future growth, capital preservation, and income.

  • One of the first rules of investing is don’t lose money, which can be easier said than done. In fact, in today’s world-wide global economy, it can be more challenging than ever. Because we truly believe preserving capital can be accomplished by carefully managing risk, we do our utmost to limit risk while managing our clients’ investment portfolios.

    Over the years, we have had the privilege of helping clients manage the complexities of their wealth through careful consideration of investment alternatives and a strategic combination of traditional investment and more sophisticated investment solutions.

What Is A Stop Loss?



As an owner of a financial firm, we understand that our clients aren’t working with us because they want average. They want the best of what is possibly out there. When we started interviewing Portfolio Managers, we knew that we wanted the same for our clients. Someone that we can trust, is a leader in their industry, someone that sees beyond the short term and consistently delivers long term results because of their unique abilities, organization, and personal self-discipline. Seth Allen and his team have been all of those things and much more. We have referred Seth to numerous clients and he continues to exceed our high expectations.
Jeremy Reinbolt, CIM, President and Chief Financial Advisor, Videre