Financial Value Inc. specializes in managing globally diversified investment portfolio’s. Providing education, guidance and advice to ensure you are making the right decisions with your money.
Don and Darris are fully licensed Insurance and investment advisors who manage contracts with 10+ insurance and investment companies.
Our main focus is investments into Segregated Funds, which are guaranteed pooled funds held in annuity contracts offered by life insurance companies across Canada.
FVI uses a model called the ‘3 Circles’ to ensure a properly diversified portfolio for every investor.
We work to educate the consumer about the dynamic global investment environment and how to best implement strategies to find value and growth that come from a planet made of 7,000,000,000+ individuals.
We refuse to put our investors in a predetermined and arbitrary box. Instead we utilize contracts that allow us to guarantee up to 100% of investor capital at a scheduled date in the future (the Maturity Date), as well as up to 100% of investor capital at the date of death thus simplifying estate planning.
Please click here to learn more about Segregated Funds and the benefits of these types of investment contracts.
Darris is also a licensed Exempt Market registrant, licensed to provide advice and investments through Pinnacle Wealth Brokers Inc.
The Private Exempt Market is a small but important component of the Canadian Private Capital network.
This market is designed to provide investors with illiquid securities in asset classes they may not otherwise find in a more traditional investment markets such as mutual funds, stocks and or bonds markets.
Please click here to learn more about the Canadian Exempt Market
In years past, our focus in the Private Markets was to provide diversity to portfolios that only the largest most wealthy Canadians and enterprises had access to. As of today, our focus is mainly on providing Canadian Investors with tax incentivized investment purchases to help manage the risks associated with taxation.
Recently we have found a more efficient and fully liquid manner in which to further diversify investor portfolios, via Segregated Funds, thus allowing for greater diversity, lower volatility, 100% liquidity and the potential for greater returns. Did we mention that 100% of your capital and accrued returns are creditor protected?
The Canadian Retail Exempt Markets are slowly dying and the overall cost of doing business has increased risk past an acceptable level, But Darris remains licensed in order to service investors that continue to hold legacy products from the market, or are looking for specific high risk asset classes, products or concepts to mitigate tax risk, and other issues such as Flow Through Shares.