Maryellen Polikoff
CIM, Investment Advisor
Mission Statement
My highest priority is to make sure that your investments are suitable for you and of suitable quality: from conservative income and balanced investing to growth, you will always have a clearly defined strategy based on your individual needs. Your investments will be monitored on a regular basis AND you will receive custom performance reports that are easy to read and understand.
Investment Philosophy
An Unwavering Service Commitment
- Disciplined investing that emphasizes quality, suitability and appropriate diversification
- Highly personalized service – no “cookie cutter” approach to your investment needs
- Scheduled investment reviews and performance reporting
- Investor education
- Socially responsible investment screening
Diligent Service to Support Active Portfolio Management
Investment decisions are based on:
- Company fundamentals and quality of business
- Investment industry dynamics
- Economic cycles
- Technical analysis
- Third party opinions and news
Contact
Phone 604-658-3080
Toll-Free 1-888-878-6356
Fax 604-658-3099
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