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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 gathering information—an essential step that allows me to understand more about you and your family. I will take a deep dive into your financial situation and discuss your short- and long-term goals. My mission is to understand where you are today and help chart a clear path toward your ultimate financial destination.

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Just as we want your investments to grow, we want your financial literacy to grow.
Improving your financial literacy is a key part of our financial plan. Without a strong understanding of why we invest, you may be more prone to emotional decision-making and behavioural biases that can negatively impact your financial outcomes. Just as we aim to reduce return volatility, we also strive to minimize emotional reactions that lead to impulsive investment decisions.

Navigating the investment environment can be overwhelming.

That’s why we build your portfolio using my proven 3-step investment philosophy (which you can learn more about in the 'About Me' section of this website).

By staying committed to this philosophy, we gain something invaluable yet difficult to quantify: confidence. No matter where we are in the economic cycle, we can trust that our partner company portfolio managers are investing in wealth-generating companies at a discount to their intrinsic value.

We then construct a portfolio tailored to your unique risk tolerance and return objectives.

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Monitoring Your Portfolio & Making Strategic Adjustments.

To summarize the process: First, we get to know each other and ensure we’re a good fit. Then, we focus on strengthening your financial literacy and understanding of my investment philosophy. From there, we implement a portfolio tailored to your risk and return objectives.

The final step is ongoing—continuously monitoring your portfolio and making strategic adjustments as needed. As life evolves and market conditions shift, we ensure your portfolio remains well-positioned to navigate these changes effectively.

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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.

Privacy Disclaimer

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.

MFDA

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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