Welcome
Combined with over 25 years experience in business and investing, I provide first-hand knowledge and business acumen to help you reach your financial goals safely. The overarching principle of my practice is an appreciation that investors, with rare exception, work very hard for their money...a lifetime of effort, diligence, and frugality expended to accumulate their wealth. Furthermore, I strongly believe in value investing and teaching my clients to invest with knowledge. I am not a high risk speculative investment advisor.
Everyday I remind myself to always continue to earn my clients' trust and respect.
My mission and philosophy are to work dilligently in an effort to ensure that your wealth continues to grow and your portfolio is positioned defensively from market fluctuations. I am a "hands-on" investment advisor; service, service and service is critical in helping you to understand and be informed on how your portfolio(s) is doing and why. Added to this formula for successful investing is access to a rock solid network of professionals of all types.
My experience includes an active involvement in federal election campaigns and I have enjoyed a successful career with a major Canadian bank owned full-service brokerage firm as a Vice President and Investment Advisor. I have witnessed and experienced the good, the bad and the ugly market cycles. As an Investment Advisor my job is to steer you away from the bad and ugly market cycles.
I look forward every day to helping my clientele invest with knowledge and minimize the four letter words risk and loss. I enjoy servicing my existing clientele, new clients and teaching all of my clients to invest with knowledge and patience.
Welcome what you can expect from me:
* Value investment advice.
* Service, service and service.
* Education - become an informed investor.
* Due diligence.
* Client confidentiality.
* Transferable skills.
My education and designations include the following:
Bachelor of Arts (Political Science) - University of British Columbia.
Canadian Securities Course (CSC) - Canadian Securities Institute.
Canadian Securities Course (CPH) - Canadian Securities Institute.
Canadian Investment Management Course (CIM) Part One - Canadian Securities Institute.
Partners/Directors/Officers Course (PDO) - Canadian Securities Institute.
Canadian Financial Planning Course (CFPC) - Canadian Securities Institute.
President’s Council 1996 - Major Canadian bank
Chairman’s Council 1997-2001 - Major Canadian bank
Vancouver Board of Trade (VBOT) Presently.
My Services include: RRSP’s, locked-in RSP, RRIF, RESP, IPP’s, Personal (Cash accounts), TFSA's, Corporate, Pension, Endowment and Institutional/Municipal accounts. Invest globally and grow your portfolio using stocks, bonds, mutual funds, Principal Protected Notes (PPN’s) and other financial investments.
I look forward to helping you reach your financial goals with stable returns and capital preservation. For a more comprehensive overview of my services please call for a brochure.
Phone: (604) 443-5425
Toll Free: 1-800-455-5778
1100 - 595 Burrard St
Vancouver, BC
V7X 1C4
jhancock@Globalsec.com
