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WHO WE ARE

HDF Wealth Management is a Victoria, British Columbia based investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, medical professionals and high-net-worth individuals. Founded in 2007, the firm combines the expertise of our experienced financial advisory team with the backing of Canada’s top publicly traded Financial organizations. We offer both institutional and private investors custom tailored financial strategies delivered with confidence in our client-focused, independent spirit.

WHAT WE DO
INVESTMENT MANAGEMENT

We provide investment management services and offer investment products (primarily through separately managed accounts and commingled vehicles, such as mutual funds and private managed solutions) across all major asset classes to a diverse set of institutional and individual clients. We also offer wealth advisory services, including portfolio management and financial counseling, other transaction services to high-net-worth individuals and families.

INVESTING & LENDING

We provide financing and loan services to our clients through third-party institutions. These loans are typically longer term in nature designed to finance insurance-based retirement strategy. We also facilitate financing for short-term capital requirements and collateral financing for tax efficient retirement income or Estate planning purposes.

INSTITUTIONAL CLIENT SERVICES

We facilitate client transactions for retirement savings programs including Defined Contribution Pension Plan, Group Registered Retirement Savings Plan, multi-level Profit Sharing, simplified Pension Plan, Non-registered Savings Plan, Tax-Free Savings Account (TFSA) and Employee Stock Purchase Plan. We offer a wide range of employee benefits including health and medical plans, vision and dental care benefits, travel, life, disability and critical illness insurance.

TRUST & ESTATE PLANNING SERVICES

HDF Wealth & Estate Planning Services helps meet the evolving and often complex needs of wealth management clients in Canada by offering personal trust and estate planning services. This dedicated team of fiduciary specialists offers customized services that integrate a broad spectrum of wealth advisory services, tax planning, insurance and investment strategies.

CAPITAL MANAGEMENT
MULTI-ASSET INVESTING

What is multi-asset investing? In simplest terms, multi-asset investing is the process of gaining exposure to a globally diverse mix of asset classes and styles in a single investment portfolio. Multi-asset investing may combine traditional securities, such as equities and bonds, with non-traditional approaches, such as alternative investments. 

The term, multi-asset, is relatively new to most companies. So the definitions vary widely. It is vital that investors carefully compare offerings. Some firms define multi-asset simply by the number of asset classes in a portfolio. Others by the types of asset classes, saying that alternatives, such as private equity and hedge funds, are a must. Still others might align multi-asset with fund-of-funds portfolios, or combinations of short-term and long-term approaches. Of course, all types of investments have their own inherent risks and risk levels of asset classes vary. Multi-asset investing does not assure a profit or protect against loss.

MANAGED SOLUTIONS

Managed Solutions is a fund of funds strategy where, in one single purchase, clients receive multiple levels of diversification. Each Portfolio is diversified into multiple asset classes. Each asset class is diversified into multiple styles. And each style is implemented using multiple sub-advisers. This strategy is designed to control investment risk while helping clients meet their long-term investment objectives. 

TAX DEFERRED INVESTMENTS

If you are investing outside of a registered plan, distributions and transactions could result in a tax liability. You can reduce the impact of taxes on your investment returns with Corporate Class. Corporate Class provides many of the benefits that can be found with tax-free savings accounts or other registered accounts, including the ability to defer tax on investment income and capital gains. This allows for increased compound growth over the long term and the ability to make investment decisions, such as rebalancing your portfolio, without worrying about the tax consequences. Corporate Class also allows you to draw tax-efficient cash flow from your investments through a tax deferred distribution model. Corporate Class is an ideal choice for all non-registered and corporate owned investments. 

CONTACT

Address: 105 – 1090 Johnson St.
Victoria, British Columbia,
Canada V8V 0B3

Phone: 250-590-4070
Fax: 250-590-4071

Email: info@hdfwealth.com

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HDF Wealth Management Inc © 2015 – All rights reserved.   Web Design + Photography by Kristian Bogner © 2015.