Our team’s designations are of the highest standards of practicing professionals. We are experienced professionals helping clients deal with various personal financial planning requirements.
Partnering to attain your investment goals, involves knowing you better. A good assessment defines your risk appetite and tolerance, and provides a basis for determining your portfolio.
We are constantly looking for ways to improve how we manage our clients’ portfolios and we will do our best to utilize industry-leading, sophisticated platforms and investment models available to the retail and corporate investor.
P2A is our industry-leading report included with every Portfolio Review. Exclusive only to our clients, PLAN TO ACTUAL is the missing piece that helps investors know definitively how their portfolio is performing.
Working with Vandermeer Wealth Management:
*commission-based accounts are available for clients
“Rule No. 1 : Never lose money. Rule No. 2 : Never forget Rule No. 1.” Warren Buffett
Feb 01, 2018
“A growth opportunity, yes, but at what cost?” These days it seems that many clients are interested to invest in the stories of cryptocurrencies (Bitcoin, Ethereum, etc), artificial intelligence, automation/robotics...
Jan 31, 2018
How the Economic Machine Works, According to Ray Dalio This excellent video crossed my desk recently. It’s produced by legendary US investor Ray Dalio who is giving back to society...
Jan 31, 2018
How you receive tax slips will be a little different this year. Due to the ownership change of HollisWealth midway through 2017, you will be receiving tax slips from both...
Nov 06, 2017
4 Financial Tips for Active Young Families From the desk of Erin Gendron… With the start of a new fall season and the end of care free summer days, the...