Monthey Capital Group | Integrated Wealth Protection & ManagementMonthey Capital Group | Integrated Wealth Protection & Management
Monthey Capital Group | Integrated Wealth Protection & Management
Specialized investing knowledge can be beneficial to even the most educated professionals. Monthey Capital prides itself on providing that knowledge. The firm aims to provide clients with differentiated strategies that perform in all weather conditions with a focus on long-term capital appreciation. Every portfolio is designed to optimize the risk and return goals unique to each client and can include a wide range of products across all asset classes to best take advantage of current macroeconomic and financial conditions.
The advisor report can be viewed directly on the CIRO website at https://www.ciro.ca/office-investor/know-your-advisor-report. Simply type the name of the advisor and the report will be available for your review.
Monthey Capital Group is partnered with Worldsource Wealth Management Inc., and is a wholly-owned subsidiary of Desjardins Group. At any time, clients can log on to their client portal to view their accounts directly, the same as a bank or investment account held with any financial institution.
Client assets are held directly with Aviso Financial Inc. This third-party custodian ensures that all transfers from other financial institutions go directly into each client's respective accounts, providing both security and an effective platform to facilitate investments.
Securities-related products and services, including but not limited to stocks, bonds, investment funds, and other investment products, are offered through Worldsource Wealth Management Inc., a sponsoring dual-registered dealer and member of the Canadian Investor Protection Fund (CIPF) and of the Canadian Investment Regulatory Organization (CIRO).
