Question 1

What is financial planning?

Accepted Answer

A financial planner works with clients to effectively manage their money and achieve their near- and long-term goals. Financial planners often integrate tax planning, asset allocation, risk management, retirement planning, and estate planning to create a client’s financial roadmap. Financial planners advise clients on various matters, such as investing and saving for a retirement or an education fund.

Question 2

Why should I use a financial planner?

Accepted Answer

Financial planning is essential for anyone who has short and long-term objectives such as purchasing a home, retirement, or a child's education. Financial planning highlights your current financial position and shows what you can achieve if you use tailored strategies that will prepare you and your family.

Question 3

How do I become a client?

Accepted Answer

We recommend contacting our team at 604-643-2865 or ccm@nbc.ca (mailto:ccm@nbc.ca)to schedule an initial meeting with an investment advisor. We will discuss your specific financial situation and learn about your financial objectives to develop a comprehensive financial plan.

Question 4

Why should I choose Creed Capital Management?

Accepted Answer

At Creed Capital Management Group, we believe offering an excellent client experience is imperative to the financial success of our clients. We learn about our clients’ unique situations and guide them to their financial objectives through our top-quality portfolio management, comprehensive financial planning, and by frequently communicating with our clients.
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We take a personalized approach to wealth management as we understand every investor has different objectives. We integrate a client’s other professional advisers into decision making and financial planning to ensure all strategies are aligned to your objectives.

Question 5

What is our investment criteria?

Accepted Answer

We seek to identify the best businesses with wide economic moats. A strong company holds a sustainable competitive advantage. 
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When constructing our portfolios, we place the overall management of a company at the forefront of our decisions. The deployment of capital is fundamental to the long-term success of a company.
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We place emphasis on a company’s room to grow. Whether in a growth or mature stage, we look for companies that can increase their market share, geographic reach, or expand into new products/services.
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Lastly, a company’s valuation is essential. To put it in perspective, when buying a pair of shoes, even if they look great and are functional, you may not buy them if they are priced too high. Instead, you may wait for a discount to purchase the pair. Similarly, it is imperative to not overpay for investments. We look for optimal times to buy great businesses.

Investing in your future

PORTFOLIO MANAGEMENT

FINANCIAL
PLANNING

INSURANCE & TAX PLANNING

BANKING
SERVICES

Why have our clients stayed with us for over 23 years?

01

Excellent
Client
Experience

Strong Performance

02

03

Service
First

04

Planning For Your Future

05

Generational Transfer

06

Education

At a Glance:

1

13

Team

Team members

$710M

Assets Under Management

510

156

Households

Doctors

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