


ValueTrend Wealth Management Email Formats
Investment Management • Barrie, Ontario, Canada • 1-10 Employees
Key Contact at ValueTrend Wealth Management
Keith Richards
Portfolio Manager & President of ValueTrend Wealth Management Inc.
Company overview
| Headquarters | 147 Worsley St, Barrie, Ontario L4M 1M3, CA |
| Phone number | +18007218736 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Retirement Planning, Portfolio Management, Investment Management, Stock & Bond Investing |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
About ValueTrend Wealth Management
We are a different breed of investment specialists. ValueTrend clients are from all over Canada. Our clients typically are very risk adverse. The comfort they derive from our process is in knowing that we follow a discipline, and that discipline limits their risk. ValueTrend is called ValueTrend because we have two sides to our equation. There is a value, or fundamental research side. This means we look into the brick and mortars of a company, including their earnings and financial statements. We are also trend analysts. This means we use technical analysis. We look at market sentiment, market trends, and the behaviour of investors. Combining these two disciplines helps us make decisions based on the valuation of companies and the crowd behavior surrounding their stocks. What makes us different? Unlike other independent and big-bank firms, ValueTrend has no sales targets, sales incentives, bonus trips, awards or empty titles that you pay for. We don’t give one size fits all investment advise, charge you unnecessary fees, or have a middle man. We don’t buy and hold because it is an easy thing to do With our percentage-based flat fee, we succeed when you do. There are no hidden costs. If we want to increase our revenue, we have to increase the value of your portfolio. It’s as simple at that. ValueTrend is different by design. https://www.youtube.com/watch?v=rKtQ-WDDQRk&feature=emb_logo
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
ValueTrend Wealth Management has never raised funding before.
ValueTrend Wealth Management Tech Stack
Discover the technologies and tools that power ValueTrend Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Hosting
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Programming languages
Blogs
Analytics
Video players
SEO
Tag managers
Frequently asked questions
4.8
40,000 users



