ValueTrend Wealth Management

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We are a different breed of investment specialists.

ValueTrend Wealth Management is the trade name used by Keith Richards, an independent Portfolio Manager with a well-informed dedication to risk management strategies

What makes us different?

  • Unlike other independent and big-bank firms, ValueTrend has no sales targets, sales incentives, bonus trips, awards or empty titles that you pay for.
  • We don’t offer excuses when you ask important questions.
  • We don’t ask you to ‘buy and hold’ when that doesn’t work.

In other words: we’re different because with our percentage-based flat fee, we only succeed when you do. There are no hidden costs. If we want to increase our revenue, we have to increase the value of your portfolio. It’s as simple as that.  That is why we say “Limit your Risk – Keep your Money”

ValueTrend is different by design. We have carefully developed a sustainable and reliable system for investment success – and have a track-record to prove it. It’s not hocus-pocus: it’s been developed through exhaustive research and analysis, and withstands the test of time.

Founder and owner Keith Richards has been in the securities industry since 1990. ValueTrend manages over $100 million through a discretionary investment service for high-net-worth clients. Keith has been in the securities industry since 1990 and is a highly regarded member of the small, exclusive community of Chartered Market Technicians in Canada. Mr. Richard’s articles appear regularly in INVESTORS DIGEST, MONEYLETTER, GLOBE AND MAIL, and the TORONTO STAR newspapers. His appearances on BNN Television have inspired producers to acknowledge him as “one of [our] most accurate technical analysts.” Mr. Richard’s first book, SMARTBOUNCE: 3 ACTION STEPS TO PORTFOLIO RECOVERY, is available in bookstores and directly through his blog page www.valuetrend.ca/blog/. His second book, SIDEWAYS: USING THE POWER OF TECHNICAL ANALYSIS TO PROFIT IN UNCERTAIN TIMES was released in late 2011. He has been critical of the commission-based, follow-the-pack approach to investing – where brokers succeed regardless of performance.

To remain unfettered by self-advancing corporate objectives, Keith partnered with Worldsource Securities. This company provides the safe “back office” that allows ValueTrend to create financial plans and investment solutions that are truly focused on meeting the needs of Canadian investors.

Worldsource is an arm of well-established parent company, Guardian Capital Group Limited. It is a member of the Canadian Investor Protection Fund and the Investment Regulatory Organization of Canada.

What does this independent business structure mean to investors? Safety, accountability, and convenience. You enjoy all the security and online accessibility of holding your assets with a chartered bank (our client accounts are held with National Bank as the custodian and broker), without having to deal with the bank directly.

ValueTrend, rooted in proven market-analysis methods, offers a new, different client centered approach to investing.

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