Value Part­ners In­vest­ments ex­pands to Saskatchewan

The Southwest Booster - - FRONT PAGE - SCOTT ANDERSON SOUTH­WEST BOOSTER

Win­nipeg founded in­vest­ment firm Value Part­ners In­vest­ments has ex­panded into Saskatchewan, with Swift Cur­rent’s War­ren Hope join­ing the com­pany as a Part­ner.

Hope will be work­ing with Value Part­ners In­vest­ment Coun­sel, pro­vid­ing a full range of wealth plan­ning ser­vices.

”The thing that at­tracted me most to the com­pany was their fo­cus on the suc­cess of their clients. That was re­ally un­usual I found in the in­dus­try. That they mea­sure ev­ery client count as well as the client as a whole to see how suc­cess­ful they are. So when I’m try­ing to look af­ter my clients, it gives me a lot of con­fi­dence know­ing that the firm that I’m work­ing for is con­cerned as well,” he ex­plained dur­ing a press con­fer­ence to an­nounce his new po­si­tion.

He added that Value Part­ners places a strong fo­cus on trans­parency when mak­ing in­vest­ment de­ci­sions.

“They let their clients know ex­actly what they own and why they own it. Any time there’s a buy or a sell in any of the port­fo­lios or any of the pools, they com­mu­ni­cate that im­me­di­ately to the peo­ple so they know ex­actly whats been bought or sold from their port­fo­lio,” Hope said.

“I find it re­ally in­ter­est­ing, when peo­ple start to re­ally learn what they own, how they take even more own­er­ship of that and more com­fort in know­ing, in­stead it sort of be­ing a black box that they don’t un­der­stand what’s go­ing on in­side of.”

Hope, who boasts clients from Nova Sco­tia to Bri­tish Columbia, will pre­dom­i­nantly fo­cus his ef­forts on Swift

Cur­rent and South­west Saskatchewan.

Value Part­ners Pres­i­dent Gregg Filmon said their ex­pan­sion into Saskatchewan was an easy de­ci­sion.

“One is be­cause we found the right per­son that ac­tu­ally we trust to serve the clients here in a very in­tel­li­gent, eth­i­cal way. That’s the first thing. We didn’t start by say­ing there is an op­por­tu­nity in Saskatchewan. We started by say­ing there is some­body here who can make our busi­ness bet­ter.”

“The sec­ond thing is, from Man­i­toba, I strug­gle with try­ing to re­late to peo­ple in Mon­treal or Toronto, and to make con­nec­tions in a mean­ing­ful way. We started in Win­nipeg, but then it was Bran­don, then it was Regina or Prince Al­bert - those com­mu­ni­ties where you could ac­tu­ally meet some­body and say lets have a con­ver­sa­tion about how we could work to­gether. So Saskatchewan is full of those types of op­por­tu­ni­ties, where you have peo­ple that have worked hard, they’ve cre­ated a lot of wealth, and they de­serve to get re­ally good ad­vise. And we now have some­body here to pro­vide it.”

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