What is most important to you? With the Danielson Dyck Investment Group we will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
We will work with you to understand your life priorities and deliver on our commitment to:
- Assess your financial goals and level of risk tolerance;
- Develop a strategic and effective in-depth plan based on your current financial picture;
- Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs;
- Meet at regularly to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance.