Services Professional | Financial Advisors/Planners/Daily Money Managers | KCM Wealth Management

We are "fee-only" portfolio manager and financial advisory firm headquartered in Vancouver, British Columbia, Canada.

Our specialty is designing and managing client investment portfolios. Our expertise coordinates the portfolios with the client’s retirement aspirations, estate planning, risk management, income tax and business planning strategies.

Our greatest hope is to bring our clients insights and perspectives to guide their long-term finances. We help them to be prudent, informed, long-term investors.

The safety of our client portfolios is vital to our firm. Client portfolios managed by us are held by separate custodian, TD Waterhouse Institutional Services, a subsidiary of the TD Bank. This ensures safety of the client assets and professional implementation of transactions. Clients receive transaction confirmations and monthly statements of accounts from TD Waterhouse Institutional Services.

We are independent. We do not sell products. We have no affiliation with institutions. We are "fee-only", which means that we are paid only by our clients. We do not receive commissions or trailers from investments. We disclose all professional fees.

Our advice is objective, unbiased and without conflicts of interest. Our experience exceeds 50 years. Our suggested investments have no front loads or deferred charges. Our professional fees are deductible for non-registered portfolios. Our newsletters are widely quoted.

Our clients value our objectivity and candid approach.

Our core beliefs address three fundamentals. First, managing your wealth is a long-term process. Second, create and stay with a broadly diversified asset mix. Third, try to avoid incurring large losses.

We believe that your personal wealth should be guided by a thoughtful plan that stands the test of time. We appreciate the opportunity to share our investment philosophy.

We encourage your contact to determine how we can provide value to you. Thank you for the invitation to assist you.

Suite 1500, Box 1078 885 West Georgia Street
Vancouver BC V6C 3E8

(604) 739-4500