Are you happy with your current investment results? Private Portfolio Management might be for you. On Thursday, October 20th, come out and hear from Jeff Parent, Quadrexx' in-house Portfolio Manager, and one of Canada's top technical investment ...
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Come Out and Meet Jeff Parent, Personal Portfolio Manager--Wine, Wisdom, and Wealth

Are you happy with your current investment results? Private Portfolio Management might be for you.

On Thursday, October 20th, come out and hear from Jeff Parent, Quadrexx' in-house Portfolio Manager, and one of Canada's top technical investment analysts. Jeff is a frequent contributor on Business News Network in Canada.

Just drop me an email to let me know that you are coming.

This fourth event  in our Wine, Wisdom, and Wealth series includes  wine, wine tasting, and great appys. Start time is 6 PM, at the VQA Wine Shop in the Laurel Packinghouse, 1304 Ellis St., Kelowna.

Get Jeff's expertise working for you. Our private portfolio managers use quality fundamental data and our proprietary method and expert technical analysis to create your personal portfolio. 

The method we use is simple and effective. Our team has a combined financial industry experience of over sixty years. We have a wide depth of experience and training within our team of investment professionals. In addition to portfolio management, our principals have backgrounds in management, accounting, engineering, computer modeling, and quantitative, fundamental and technical analysis. We are strongly committed to professionalism, creativity, and integrity.

We believe there are always income and growth opportunities in the markets.

We believe a strong discipline can help to reduce volatility and improve returns. 

We believe that markets do not always go up and a buy and hold approach is not the best strategy.