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My 4-Corner Process

Take a look at my process below. These bases will help us not only grow, but also preserve and protect your wealth.
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Choose your destination. I will help you get there.

It all starts with an information gather. This is an activity that allows me to learn more about you and your family.

I will take an in-depth look at your financial picture and discuss your short and long-term financial goals. My mission is to understand where you are now, and how we can forge and navigate the right path to your ultimate destination.

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Just as we want your investments to grow, we want your financial literacy to grow.

Growth of your financial literacy is vastly important in our financial plan. Simply put, if we don't work on your understanding as to why we invest, you are likely to have much wider swings in your behavioural finance patterns.

Just as we want to narrow our return dispersion, we want to narrow our behavioural finance patterns.​

Navigating the investment environment can be overwhelming.

This is why we will be constructing your investment portfolio using my 3-step investment philosophy (you can read more about it in the "about me" section of this website).

In being so dedicated to this investment philosophy, we obtain something highly valuable yet hard to quantify: confidence. Regardless of where we are in the economic cycle, we can have confidence knowing our partner company portfolio managers are purchasing wealth-creating companies at a discount to their intrinsic value.

 

We then use these funds to put together a portfolio based on your risk and return objectives.​

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Monitoring your portfolio & making any necessary changes.

To summarize the above, first we learn about each other and make sure there is a fit, Then we work on your financial literacy and understanding of my investment philosophy. This leads to a portfolio implementation stage based on my investment philosophy and your risk/return objectives. The final step of my process is to continuously monitor and make changes where necessary.

As changes in our lives and the world around us happen, we want to make sure our portfolio is properly positioned to take those changes on.

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Mutual Fund Disclaimer

Mutual Funds and Exempt Market products are provided by Keybase Financial Group Inc. a Mutual Fund Dealer. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and exempt market product investments. Mutual funds and exempt market products are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Mutual funds and exempt market products values change frequently and past performance may not be repeated.  Please read the simplified prospectus or the offering memorandum before investing.

Additional Disclaimer

The information contained herein is for Alberta residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.

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As a business carrying on “commercial activity” and registered in the Province of Alberta, Keybase Financial Group Inc. and Ryley Hughes are subject to Bill C-6 “The Personal Information Protection and Electronic Documents Act”. Accordingly, the collection, usage, storage and disclosure of all personal information as defined by the act must be disclosed to all individuals who provide such information to keybase financial Group Inc. and Ryley Hughes. The information collected by Keybase financial Group Inc. and Ryley Hughes are for the sole and specific purpose of reporting and processing mutual fund transactions in accordance with the current applicable rules.

Opinions Disclaimer

The recommendations and opinions expressed are those of Ryley Hughes and do not necessarily reflect those of Keybase Financial Group Inc. This article is not intended to provide individual financial, legal, tax or investment advice but rather is to be used for information purposes only.

Illustrations

Any Data provided is for illustration purposes only.

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Keybase Financial Group Inc. is a member of the MFDA and is a member of the MFDA IPC.

Outside Sources

References in this Internet Website to third party goods or services should not be regarded as an endorsement of these goods or services.  By accessing any of the links provided you will be leaving the askryley.com site.  Ryley Hughes is not responsible for the information contained on these websites.

Third Party Content

Third party publications/communication are not prepared or approved by Keybase Financial Group Inc.  The opinions, estimates and projections contained in the publication/communication are those of the author as of the date indicated and are subject to change without notice.  Keybase Financial Group Inc. makes no representation or warranty, express or implied, in respect thereof, takes no responsibility for any loss arising from any use of or reliance on the report or its contents.  The provision of this publication/communication is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities'​

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