ABOUT CAERUS
We are a successful investment advisory team, who provides wealth management and a unique investment strategy, for Canadian families who want confidence that their investments are being actively managed. Our vision of success (what motivates us to work so hard) to create, protect and transition wealth is to provide Canadian families with the most desirable and responsible investment experience.
Our Difference
Our private wealth clients (who we refer to as our “Caerus Family”) choose to work with us because we are “uncompromised, period.” Unlike advisors who practice on a best effort basis, we are held to the highest fiduciary standard in all aspects of wealth planning and investment management. As fiduciaries, we hold ourselves largely responsible for the success of the Caerus Family Clients and apply the highest standard of care in portfolio management through our unique and effective ADAPT Investment Strategy.
Our Story
The Caerus ADAPT Investment Strategy evolved over a decade from Terry and Kian’s own personal investment journeys. Early in Terry Fay’s financial advisory career, he realized that he was not making great returns on mutual funds, so he began to purchase and analyze equities in his own portfolio. To select potential profitable equities, Terry spent much time evaluating and assessing equity trend data confidently and successfully. Likewise, Kian as a financial advisor, was frustrated by the mutual fund bias and poor returns and saw the tremendous value of active and disciplined investment selection based on statistical data. Together leveraging technology, they created the Caerus Strength Matrix tool and the ADAPT investment Strategy was born. Today, Kian and Terry utilize the ADAPT Investment Strategy to make informed decisions that produce optimal risk-adjusted returns for their Caerus Family clients.
OUR CAERUS FAMILY
At Caerus Private Wealth, we treat our clients as we do our family – with candor, passion, thoughtfulness, and a slight dose of humour. The term “Caerus Family” was naturally created from our clients referring their own family members to our wealth management services. We are incredibly grateful and proud of our extremely high referral rate. Over 80% of our clients were referred to us by our existing clients!
We enjoy working with people who share similar values and understand the tremendous impact of strategic investment and wealth management experience to meet their financial goals.
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“Caerus has been our primary investment manager since the late 1980s. As such we have depended upon their advice and judgement to maintain and increase our savings in a cautious but rewarding manner. Other advisors have a far less personal approach to investing. At Caerus they treat you like a friend as well as a client”
Caerus Family Stories
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Partner, Fellow Chartered Professional Accountant
Lohn Caulder LLP“Structuring a portfolio that is based on a momentum…if the market turns, then they’re out. And when they do invest the money back, they do much better.”
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Co-President – ChimpKey Automation Ltd
“Decided to be with Caerus because they were more personalized, rather than set it and forget it...this is what Caerus does, they give personalized care…and I get immediate help.”
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CEO of Cymax Group
EY Entrepreneur Of The Year – 2021 Pacific Winner“They are honest, committed, have knowledge of the industry and the market...I feel that sense of boutique, shop experience where they are still managing, maintaining, taking care of you at a very personal level.”
