Work with a porfolio manager to create a plan to achieve your lifestyle today and ensure you are on track for the future.
No business can be successful over time unless displaying true commitment to its clients. This requires a commitment to foster strong relationships, offering benefits that save time, effort, and money.
Our portfolio managers not only oversee investments but also personally engage with clients. Through regular one-on-one meetings, clients discuss their portfolios directly with the professionals making the decisions. We keep manager account loads manageable and employ highly skilled staff to provide outstanding service.
Unlike advisors who try to cover everything, we specialize in one service: separately managed, discretionary investment accounts. This singular focus enables us to create custom portfolios tailored to each client's financial goals, ensuring security, tax efficiency, and profitability.
Our fee structure is simple, fair, and cost-effective. Based on assets under management, our tiered system lowers fees as clients add funds, allowing them to benefit from economies of scale. Our success is directly linked to yours.
Integrity is at the heart of sound investment management. We eliminate conflicts of interest by basing our compensation solely on assets under management, ensuring our advice remains objective. Every client, regardless of size, receives equal access to our expertise and commitment to their success.
Connect with Hybridge Investment Management for Vancouver's premier financial planning and risk management services. Currently serving Vancouver, West Vancouver- North Vancouver, Burnaby, Langley, South Surrey-White Rock, Victoria, Nanaimo, Kelowna and Calgary. Eager to serve in wherever you call home in BC and Alberta.