My goal is to help families create and protect wealth for the benefit of current and future generations. Required Disclaimer: http://bit.ly/1nspoNn
My goal is to help families create and protect wealth for the benefit of current and future generations. I work with individual families, business owners and professionals developing tailored independent financial strategies aimed at growing and preserving wealth, minimizing taxes and assisting in passing on lasting legacies. Our approach is to focus on you as an individual with unique needs. It starts with getting to know you and your family to understand your unique goals. Only then do we develop your individual investment plan that may include: custimized asset allocation, direct ownership of great businesses, hedging strategies and active managment. Our clients: • Believe trust and integrity form the basis of a strong working relationship. • Value investment advice modeled after great investors such as Warren Buffett, Peter Lynch and Benjamin Graham, combined with modern trend analyses and hedging strategies to reduce risk. • Believe a fee-based approach to investing works best to meet their needs. • Entrust one financial advisory team to manage and coordinate all their planning. • Have a minimum of $150,000 of household investable assets.
126 FB users likes The Fountain Group at RAYMOND JAMES LTD., set it to 3 position in Likes Rating for Cambridge, Ontario in Bank/financial services category
"The stock market is all about earnings in the long term but in the near term is fear/hope/greed" Jeff D. Saut, Chief Investment Strategist
Dollarama reported revenue growth of 12.4% and same store sales growth of 5.9%. Raymond James maintains Outperform rating on the company. We've held Dollarama for some time as a Core position. Another example of a Coffee Can investment - Invest in what you know, understand and use. Direct ownership of great businesses. Do you know what you are invested in? Can your portfolio pass the Coffee Can test? Contact us for a second opinion
TJX Cos just added to conviction buy list at Goldman Sachs. Our clients have held it as a core holding for some time and I hope to continue holding it long term. Goes to show you how investing in what you know, understand and use can make investing a lot simpler. TJX stores include Marshalls, HomeSense, Winners, TJ Max. They operate in the US, Canada and Europe.
Royal Bank 4th quarter profit rises 11%. RBC is a core holding in our portfolios. How do your investments stack up? Do you know what you're invested in? Are fee's eating away your returns? To learn more about The Fountain Group at Raymond James contact us today.
Samsung approaches Blackberry - BB shares up 20% at this time #blackberry #samsung #invest
‘Make it stop’ – Read the latest commentary from Jeff Saut now – http://bit.ly/1Gpljzm