Whom We Serve
You’re curious if there is a better option. You’re not satisfied with typical, broad-brushed financial planning and investment advice; you strive to find solutions to create more value for your future. You probably have a clear vision of what you want but don’t know how to achieve it. That’s exactly where we come into the picture; we help you achieve your financial goals and lifestyle objectives.
We serve numerous clients of varied backgrounds and at various stages of their lives. We understand each client is unique and each situation is distinct but have learned to recognize our clients all share virtually the same goals: To preserve and protect their financial assets; to enjoy a comfortable, worry-free lifestyle; and to have peace-of-mind and sleep-well-at-night.
We work with select families providing comprehensive custom services to simplify challenging issues. These include tax oversight and reporting requirements, investment due diligence and risk assessment, cross-border asset management, comprehensive financial planning and estate & legacy planning. Through this process we work closely with our clients’ tax and legal professionals. Cadence Financial Group has offices serving Vancouver, Kelowna, White Rock, and Toronto.
We are committed to helping you preserve your hard-earned savings by investing only in suitable, best-in-class investments that are designed to preserve and grow your income and wealth.
Families & Individuals
Your investment portfolio will focus on owning superior businesses in outperforming sectors. We apply a combination of traditional and more sophisticated investment strategies, which are designed to help you achieve your financial goals.
Professionals & Business Owners
We know how busy you are – we are professionals and business owners too. We understand the unique challenges you face. Capital preservation and risk management are two important objectives for you, and in today’s global economy, they can be more challenging than ever. Through careful consideration of investment choices and a strategic combination of traditional and more sophisticated investment solutions, we can seek positive returns while limiting risk in any environment.
Endowments & Foundations
We understand the importance of your work and your wish to maintain your foundation’s mission in the future. These parameters, as detailed in your investment policy statement, will guide the discussion towards investing your capital appropriately. Our investment management practice is based on our belief in effective execution and maximum suitability. Therefore, we create and implement tailor-made solutions that are matched with timely and rational decision-making that aims to protect your money while pursuing your long-term goals.
In order to achieve your mission over the long term, as a non-profit organization, you need to be financially stable and have a well-suited portfolio with consistent returns. We provide proactive investment advice and portfolio management that are modelled on our unique style and system.