OUR SERVICES
As Vancouver fee-based Investment advisors and Portfolio Managers, we are committed to strategically investing in quality assets with our clients’ best interests in mind.
From the moment you connect with our Caerus Private Wealth team, you are provided with information and solutions to confidently choose your Investment Advisor. Our efficient and detailed “Caerus Family” process enables us to understand your specific goals and investment needs to provide you with professional fiduciary services.
Before our first meeting with you, we will ask you to Share Your Story (link provided in Step 1 below) a document that is fundamental to ensuring that our collective expectations are aligned and highlights your desired measures of success.
We are also personally invested in the solutions we recommend for our Caerus Family clients, so our primary objective is to make your money grow. As registered Portfolio Managers, we take our responsibility as fiduciaries very seriously and act with an exceptional standard of care, integrity, and honesty. We follow regulatory standards and a strict investment discipline that offers added security. Using our ADAPT Investment Strategy tools, we are equipped to make informed investment decisions based on earning, investment sentiment, price movement and trend data to ultimately, minimize potential financial loss in a down market. Our Caerus Private Wealth team is committed to providing you with investment solutions that are strategic, suitable for your confirmed risk tolerance and most importantly, rooted in experience and research.
Caerus Family Services
At Caerus Private Wealth, we offer solutions in particular that are ideally suited to your needs as a high-net–worth investor. Designed for portfolios exceeding $500,000, The Caerus ADAPT Investment Strategy is a unique discretionary managed account that allows you to delegate responsibility for day-to-day investment decisions to our Portfolio Managers. Through this program, you enjoy direct access to a Portfolio Manager with the highest credentials. Based on your growth requirements, income needs and risk tolerance, your Portfolio Manager will create a custom portfolio to meet your needs and objectives and then manage your portfolio according to guidelines you have established in advance.
As a Caerus Family client, you’ll have access to a wide range of financial planning services and experts, through one of our Certified Financial Planners. Our approach to financial planning focuses on the development of a comprehensive plan that that looks at every financial decision that impacts your life and includes projections to determine if you’re on track to meet your financial goals.
Our financial planning services can help you answer important questions affecting your family’s financial situation, such as:
- Can you retire when you want?
- How can you maximize your retirement income to live your desired retirement lifestyle?
- How can you be sure you won’t outlive your retirement savings?
- Will your family be protected if you can no longer earn an income or die unexpectedly?
- What ways can you reduce your family’s taxes?
To help you answer these questions, our financial planning experts will complete a comprehensive analysis of your current financial situation, evaluate your current financial, investment and tax strategies, and then create a roadmap to help you realize your goals
Helping you build and effectively manage your wealth and investments is just one of the ways Caerus Private Wealth can help meet your needs. Using insurance strategies and other solutions, we can help you protect your wealth during your lifetime, preserve the value of your estate for your beneficiaries, and help you tax-effectively transfer your wealth to family members, a favourite charity or other beneficiary.
- Asset protection – Protect the value of your estate through living benefits insurance, segregated funds and insured annuities.
- Wealth transfer – Maximize the wealth you pass on using tax-effective insurance strategies and charitable giving solutions.
- Estate settlement – Learn how we can help ease the burden if you’ve been appointed as an estate executor, or are considering naming someone as executor.
- Coordination with your external team of advisors
- Manage business and personal assets
- Invest on behalf of a business or corporation
- Plan for business succession
- Protect against the sudden loss of a key employee
- Gain greater cost certainty for a commodity your business uses to produce value-added goods
Our Caerus Family Process
When families are referred to Caerus Private Wealth, we lead them through the Caerus Family process that is organized, efficient of their time, specific to their needs, highly strategic in their asset allocations and completely responsive to their active portfolio management requirements. Our Caerus Family process enables us to understand your specific investment needs to provide you with professional and effective fiduciary services.
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"The Caerus team is knowledgeable, responsive and passionate about strategic investing. Utilizing their unique investment strategy and their data driven decisions, I trust that my money is in good hands and being handled with care and attention.”
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.”
