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ValueTrend Wealth Management Inc.

Address

147 Worsley Street
Barrie, Ontario L4M 1M3
(705) 721 - 8736
Toll Free: (888) 721 - 8736
caucoin@valuetrend.ca
www.valuetrend.ca

Principal Contacts

Craig Aucoin
Portfolio Manager
Tel: (705) 721 - 8736
caucoin@valuetrend.ca

Client Minimums

Private: $500,000

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor

Provinces of Business

  • Alberta
  • British Columbia
  • Nova Scotia
  • Ontario*

* indicates a physical location in this province

ValueTrend Wealth Management is a firm that is different by design. We have carefully developed a sustainable and reliable system for successful investment management- and have a track record to prove it. It has been developed through exhaustive research and analysis over the course of almost 30 years covering a wide range of market conditions. The ValueTrend approach to portfolio management and investment analysis has withstood the test of time. This is what makes us one of the leading wealth management firms in Canada.