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Ron LeStage
Glenna Brown
Kim Gudmundson

Address
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5
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Other Locations

Westbank Office
101 - 3640 Gosset Road
Westbank, BC
V4T 2N4

Kelowna Office
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5

Penticton Office
195 Main Street, Suite 201
Penticton, BC
V2A 6K1

Ron Le Stage, CIM FCSI

Investment Advisor

Tel: (250) 707-2190

Fax (250) 707-2192

E-mail: Ron.LeStage@nbpcd.com


 
I believe in a very hands on approach to the management of my client's investment portfolios.

-I don't believe in diversifying for the sake of diversifying.
-I will use fundamental analysis to chose my investment recommendations and technical analysis to determine entry and exit prices.
-If we see significant gains in a very short time frame we will most likely crystallize those gains and wait for the markets to give us our original cost base again.
-It's patience that makes a millionaire not the investment
-During periods of volatility, non correlation between asset classes evaporates
-Most importantly, I believe the client-advisor relationship is more important than the investment

I believe that what makes me different from most other investment advisors is my investment process. If your looking for an investment process that I believe can handle the current market volatility that we seem to constantly be subjected to then give us a call and let's talk.