OUR MISSION

Our goal as an investment team, with over 50 combined years of experience, is to provide our clients with investment solutions tailored to their individual goals and needs. We provide strategies to help our clients avoid the many common investment mistakes that could jeopardize these goals. Whether it is growing, protecting or transferring wealth to future generations, our objective is to assure our clients receive personalized investment and wealth management solutions for all stages of their life. We also offer our clients Financial Plans through our Certified Financial Planners — enabling our clients to have a complete overview of their total financial picture. Our team also works with our Estate Planner/Insurance Specialist* who assists us in identifying any estate issues, insurance shortfalls or tax problems these plans may uncover. We also look after the unique needs of business owners with regards to tax saving strategies, succession planning, key man insurance and creditor protection. We offer portfolio meetings on an ongoing basis to help us monitor whether our clients are on track to achieve their goals. These meetings allow us to discuss any changes in life goals, investment time horizon or risk and to assist our clients in any life altering events such as divorce, death or illness. We believe in individual solutions for each and every client — not a cookie cutter approach to portfolio management. As our clients’ financial advisors, we strive to give them the freedom, security and peace of mind that comes by partnering with a team of investment professionals. We never forget who we are working for and how hard our clients have worked to achieve what they have.

OUR CLIENTS

Our clients are a diverse group of investors — small business owners, business professionals, pre-retirees, retirees and working women. Through our different areas of expertise we look after the needs of these clients offering individualized stock portfolios, bond portfolios, income portfolios, managed portfolios, and through our Insurance Arm — annuities, insurance — term and whole life — segregated funds, critical illness, long term care insurance, disability insurance. For clients that are so inclined — we offer private placement offerings, IPOs and trading accounts.

OUR TEAM IS:

Reginald W. Ogden, B.A,
Vice-President, Investment Advisor

Reg has over 30 years of experience as an Investment Advisor. His major focus has been in the area of investment strategy and philosophy with a particular emphasis on junior and senior resource stocks. He is a published author of “The Ultimate Gold Stock Trader” and is currently working on a new book with an emphasis on creating retirement income. Reg offers individual stock trading strategies for clients that are active traders. His expertise is also in the area of Initial Public Offerings, Private Placements and Venture Funding. Reg is a frequent speaker at investment forums and conferences. Reg is also licensed in the U.S. through Canaccord Financial (USA) Inc. - allowing him to assist U.S. clients with trading accounts, investment accounts and exercising corporate options. He is also able to assist U.S. clients with their Canadian RRSPs.

Ph: 1-604-643-7552
Email: reg.ogden@canaccord.com

Karen Ogden, F.C.S.I.,
Associate Investment Advisor, Insurance Advisor

Karen has over 20 years experience as an Investment Advisor and 10 years experience as an Insurance Advisor. She has earned the F.C.S.I. designation (Fellow of the Canadian Securities Industry). FCSIs are required to adhere to the FCSI code of ethics — based on the principles of trust, integrity and honesty — this code puts clients’ interests above all. Karen’s emphasis is on addressing the needs of small business owners, creating retirement income options for retired clients, passing on estates to future generations, working with single women and older women and their unique investment needs as well as assisting young working couples in growing a nest egg. She offers her clients experience and the expertise of a team of financial professionals, individualized service and un-biased and innovative financial solutions. She also offers ongoing educational seminar events. In her spare time, Karen likes to golf, travel, spend time with her daughter and grandchildren.

Ph: 1-604-643-0141
Email: karen.ogden@canaccord.com

* Offered through Canaccord Estate Planning Services Ltd.