Financial FOUNDATIONS Ltd. - Calgary
We help our clients reduce and manage investment risk
At Portfolio Strategies we believe that the biggest risk that clients face is failure to meet their long-term financial goals. Starting with a fundamental belief in Modern Portfolio Theory, we endeavor to provide our advisors with those products and services that will help clients reduce and manage investment risk. We provide financial planning and investment advice, offering a high level of personal service to our clients. We develop long-term relationships with our clients, so that together we can achieve our clients' investment goals. Our investment policy tends to be conservative, with a long-term outlook.
We are totally independent and offer the professional money management services of more than 80 investment management firms. We also offer government bonds, strip bonds, mortgage-backed securities, flow-through shares, and GIC's, when appropriate for our clients' needs. In this ever changing world of investment management theory and product we believe that the fundamental truths of investment success remain constant; discipline, rationality, and a process based on client reality, not market circumstance.
Contact Financial FOUNDATIONS Ltd.
| Address : | 1209 59 Ave SE, Calgary, AB T2H 2L7, Canada |
| Phone : | 📞 +9 |
| Postal code : | 2 |
| Website : | http://www.financialfoundations.com/ |
| Categories : | |
| City : | H |
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Subhy Omar on Google
★ ★ ★ ★ ★ Excellent services, top notch advice and great character, I recommend!
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Nathanael Eckstein on Google
★ ★ ★ ★ ★ Tom has excellent character and advice. Very thorough and useful information. He was very willing to answer my questions and go further to fully explain the concept. All while being transparent. I would recommend him as a financial advisor, my parents have also been using him for years.
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