08/18/2018
Christopher Hatherly MBA, CIM, FCSI, CFP
Share
Financial Planning As a Certified Financial Planner (CFP) I have two primary objectives.
The first objective is to provide you with all relevant information to EMPOWER you to make the right financial decisions for you. The second is to develop and nurture long-term financial relationships rooted with HONESTY, INTEGRITY and MUTUAL RESPECT.
08/18/2018
12/04/2017
Christopher Hatherly
The Investment Policy Statement is a written document providing guidelines for portfolio investment decision making. The IPS does the following:
(i) Provides guidance for current and subsequent investment adviser decisions.
(ii) Promotes long-term discipline in investment decision making.
(iii) Protects against short-term shifts in strategy when either market conditions or portfolio performance cause panic or over confidence.
SchweserNotes
Do you have an Investment Policy Statement?
check out www.christopherhatherly.com
Want your business to be the top-listed Accountant in Vancouver?
Click here to claim your Sponsored Listing.
Click here to claim your Sponsored Listing.
Location
Category
Telephone
Address
300-1275 West 6th Avenue
Vancouver, BC
V3Y2W2