JRMCAPITALMANAGEMENT

Listening carefully to a clients long-term investment objective and appetite for risk (market volatility) a unique plan is created. Among other things we focus on each clients retirement goals, charitable giving plans and beneficiaries of their estate... As a professional Investment Advisory firm, we believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes... JRM is a fee for service registered investment advisor primarily serving individuals, not for profit organizations and family foundations. At December 31st 2021 JRM served 261 clients with assets under management aggregating $488 million. JRM focuses on client relations and virtually our entire client base has come from referrals from existing clients. We are proud to serve clients, their children, their grand children as well as other special purpose accounts. While JRM will help clients manage short term pools of money, JRM specializes in long-term asset..

Primary location: Vancouver