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From the office of Brian Smith, B.A., (BA)
Investment Advisor, Victoria
(250) 405-2446

"With the present "Turmoil" in the markets, we are having considerable success at developing new relationships with clients who are somewhat unhappy with how their investments have been managed, or how they are performing in this financial environment. We can provide you with a free analysis of your current holdings at no obligation. Furthermore, we are accepting new clients, even if your portfolio is less than $250,000... Give me a call - I'd like to show you what I can do."

 

-Brian Smith, Investment Advisor with Raymond James Ltd.


The Question Is…

 

WHAT TYPES OF INVESTMENTS/IDEAS MOST INTEREST YOU?

  • Do you need Investments that provide stable, tax-efficient cash flow?
    • We have several Tax-friendly Income ideas for Retirement and Income Portfolios that are currently distributing approximately 8-9%.
    • They are a very strong alternative to low GIC rates - We think the bank forgets that it's your money.
    • These types of vehicles are designed to generate high levels of cash to be distributed monthly directly to the investor, or can be reinvested.

  • Are you interested in Specific Equity Ideas?
    • Here's one: A stock portfolio strategy called "Raymond James Analyst's Best Picks" that has delivered 60.5% Avg. return per year over the last 5 Years.
    • Our "Analyst's Best Picks For 2002" strategy has already shown a 16% return so far this year. (As of June 21st, 2002)
    • We can also provide Analyst Research on Specific Stocks and Companies.
    • Raymond James was rated #1 in Equity Research among 15 Major Wall Street Investment firms.

  • Do you currently (Or will you), Contribute Regularly to RRSP's with the intention of Building- Up Your "Nest Egg" as Quickly as Possible?
    • Again, as a full-service firm we have access to a Universe of Investments to suit our clients tastes.
    • Example Idea: An International Value Fund Idea that has delivered and average of 16% annually for 27 Years! (Source: Paltrak 2002)

  • Have you ever requested a 'Second Opinion' on your Investments?
    • During this economic environment, this is a very prudent idea to ensure that you are positioned correctly for the recovery, and that your portfolio suits your style and risk-profile.
    • We will provide an Objective, Professional and Confidential Analysis of your existing holdings with no obligation.

We would be pleased to show you what we can do. Feel free to give us a call to schedule an appointment with no obligation.
Brian Smith 405-2446