Frequently Asked Questions
What is financial planning?
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.
Why should I use a financial planner?
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.
How do I become a client?
We recommend contacting our team at 604-643-2865 or firstname.lastname@example.org 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.
Why should you choose Creed Capital Management Group?
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.
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.
What are the most important investment criteria for Creed Capital Management Group?
We seek to identify the best businesses with wide economic moats. A strong company holds a sustainable competitive advantage.
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.
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.
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 investment in the stock market. We look for optimal times to buy great businesses.