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Edit Business | Lycos Asset Management Inc.
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About We act as trusted financial advisors to Canadian families managing their retirement and other investment accounts using stocks, bonds and other investments Story We manage RRSPs, RRIFs, TFSAs, RESPs, LIRAs, LIFs and other investment accounts for Canadian families. We use third party custodians to hold your assets (bank owned or independent broker dealers) and we buy and sell stocks, bonds, etfs and occasionally mutual funds on your behalf. We use a value based investment philosophy, buying "good businesses at good prices". We also offer financial planning including retirement planning, tax planning, estate planning and (very occasionally) insurance."Based in downtown Vancouver BC we are fiduciary financial advisors / planners. In addition to BC we are registered as investment advisers and serve Ontario, Alberta, Saskatchewan, Manitoba and Yukon.Investment adviser is the highest category of registration for investment professionals in Canada, requiring the highest standard for qualifications and experience. As such, we serve clients as fiduciaries, i.e. having to put the clients' interests first, ahead of our own.We are both investment managers, managing our own fund for our clients and custom portfolios as well as wealth managers using external funds or ETFs, our choice dictated by what's best for you, the client. We offer full financial planning services."
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