Christopher Hatherly MBA, CIM, FCSI, CFP

Christopher Hatherly MBA, CIM, FCSI, CFP Financial Planning As a Certified Financial Planner (CFP) I have two primary objectives.

The first objective is to provide you with all relevant information to EMPOWER you to make the right financial decisions for you. The second is to develop and nurture long-term financial relationships rooted with HONESTY, INTEGRITY and MUTUAL RESPECT.

08/18/2018
Christopher Hatherly
12/04/2017

Christopher Hatherly

02/22/2016

The Investment Policy Statement is a written document providing guidelines for portfolio investment decision making. The IPS does the following:

(i) Provides guidance for current and subsequent investment adviser decisions.
(ii) Promotes long-term discipline in investment decision making.
(iii) Protects against short-term shifts in strategy when either market conditions or portfolio performance cause panic or over confidence.

SchweserNotes

Do you have an Investment Policy Statement?

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300-1275 West 6th Avenue
Vancouver, BC
V3Y2W2

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+16047316024

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