INVESTWELL - Key Persons

Job Titles:

• Advisor
• Principal ( Vancouver )

Since 1985, David has endeavoured to deliver results that exceed major indices during the most challenging markets. In good years - and more critically - in challenging years, David's clients can depend upon his attempt to generate a reasonable rate of return with risk tolerance matched to their financial goals. David's clients know him for disciplined attention to detail and follow-through, and TFP benefits from a leadership style that embraces new technology as it honours old school values. Client-centric and proud of it, going above and beyond and doing whatever it takes. It's how we do business, because to David, clients are family. You'll like how you're treated.

Job Titles:

• Advisor
• Member of the TFP Team
• Office Manager
• Office Manager, Has over 7 Years of Professional Administrative Experience, Which Is Complemented by Her Bachelor 's Degree in Accounting from Peru

Portfolio management companies and their advisors' successes rest on three legs. One is rate of return. If you do not earn a rate of return that suits your risk tolerance and your goals, you may make a change. Another leg is relationship. If your advisor doesn't care about you or your investments and what is going on in your life, you may change. Finally, servicing your account is key. Mistakes happen. How well are they handled? How are the little things dealt with? Do you feel well taken care of in your relationship with your advisor? Our family of clients have been with us for decades. We aim to take care of them with reasonable rates of return tailored to their risk tolerances, with warm relationships, and with high-quality service. Jessica Wong, our Office Manager, has over 7 years of professional administrative experience, which is complemented by her Bachelor's Degree in Accounting from Peru. We feel very lucky to have Jessica looking after our family of clients.