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ValueTrend Wealth Management

ValueTrend Wealth Management Email Formats

Investment ManagementFlag of CABarrie, Ontario, Canada1-10 Employees

Key Contact at ValueTrend Wealth Management

Flag of CA

Keith Richards

Portfolio Manager & President of ValueTrend Wealth Management Inc.

Company overview

Headquarters147 Worsley St, Barrie, Ontario L4M 1M3, CA
Phone number+18007218736
Website
NAICS5231
SIC621
Keywords
Retirement Planning, Portfolio Management, Investment Management, Stock & Bond Investing
Founded2009
Employees1-10
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

Vice President

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.

SiteGround

SiteGround

Hosting

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Yoast SEO

Yoast SEO

SEO

Google Tag Manager

Google Tag Manager

Tag managers

Frequently asked questions

ValueTrend Wealth Management is located in Barrie, Ontario, CA.
You can reach ValueTrend Wealth Management at +18007218736.
ValueTrend Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
ValueTrend Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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