David Cox, CFA, CMT, FCSI, FMA, BMath, and Donald Daggett, B.Sc., CIM, CIMA, PFP, are Portfolio Managers and Investment Advisors
Together, they bring over 50 years of combined experience dedicated to the management of client's wealth.
The investment industry is full of bias, sales and investment strategy pitches based on hope. We do things differently. We both made the decision, from the start, that our investment strategies would be based on our own research and set out to formally build our own portfolios, risk management and security selection techniques. The ability to adapt to changing market conditions with a focus on a more steady equity curve without the bear market drawdowns is the goal of our process. Risk management should be more highly valued than return management. Too many investors adopt a finger crossing, buy-and-hold approach instead of carefully assessing risks and probabilities when making decisions. We treat our client finances just as we treat our own finances. We invest in the way that our clients invest. Far too many advisors don't. Why not? Every member of our team is dedicated to building life-long client relationships based upon value, trust, and confidentiality. "Extreme Service" is our goal.
You are the centre of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Thoughtful advice craftedjust for you
Collaboration reveals your needs, wants and wishes
Your goals become ours
- Financially INsync 595 Parkside Drive, Unit 1 Waterloo, ON N2L 0C7
- T 519.883.6031
- F 519.883.6079
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund. Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.
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