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Reviews, get directions and information for Lycos Asset Management Inc.

Lycos Asset Management Inc.

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."
Address: 808 Nelson St Suite 1731, Vancouver, BC V6Z 2H2, Canada
Phone: (604) 288-2083
moc.tessasocyl@ofni
State: British Columbia
County: Greater Vancouver
City: Central
Zip Code: V6Z 2H2



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Reviews
Constantine has been a fantastic partner for my family. In addition to his investing acumen, the service at Lycos is impeccable. He is never too busy to answer a call or an email and he has always gone the extra mile to make sure we make sound financial decisions In addition, the fund portfolio he has created for us supports only highly sustainable businesses with no resource extraction or shady labour practices so we never have to worry about our money being used to support destructive industries.
“Our experience with Lycos Asset Management has been very positive. Their team of financial advisors met with us in their Vancouver offices and fully discussed our financial ‘game plan’. After listening carefully, Constantine and Adrian were able to create a comprehensive plan for our financial future that suited both our goals and risk tolerance. My wife and I are grateful and excited about our future plans.”
The Lycos Asset Management team are as advertised: an experienced team that I am confident are working for my best interest. They are open and transparent about market conditions, and offer a professional level of guidance that I was not receiving from a big banking operation. They are highly professional, personable, easy to work with, and value my business. As an extremely busy working professional, I highly recommend Lycos Asset Management. One thing I really appreciate is that I have been able to set-up, contribute, and manage my account entirely over the phone or email.
Constantine is a pleasure to deal with. Any questions are answered professionally, clearly and very soon. I've had multiple responses well outside of regular business hours just to make sure that I was happy about things. Investment options are discussed in a clear manner, he really makes sure that you understand what he's going to do for you. Everything is done very quickly as well.
Adrian and Constantine have provided me with the benefit of their vast experience and wisdom during our long association. They are professional, offer clear explanations and sound advice.
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