Our Approach

Mission Statement

At the Dekker Hewett Group, we strive to deliver superior investment advice and exceptional service to our affluent clients. With personalized client relationships based on trust and integrity, our goal is to achieve superior returns, unique investment opportunities and peace of mind for the long term.

Our Process and Requirements:

Discovery Meeting

Our first meeting consists of a discovery meeting in which we discuss your current situation and unique goals and concerns so that we can better address your true financial needs. We will also give you a better understanding of our team, our investing approach and the services we offer. Typically, we require a minimum of $500,000 in investable assets to allow us to best work with your portfolio.

Investment Plan Meeting

Depending on needs identified during your Discovery Meeting, we will undertake a thorough diagnosis of your current situation and present our recommendations for moving forward in an Investment Plan and Investment Policy Statement. It is at this stage that we confirm a mutual commitment between us as your Investment Advisor and you as our client. A financial plan may also be part of this meeting if required, including retirement needs, and/or estate and tax planning.

Ongoing Client Contact

After our initial meetings, you can expect an semi-annual portfolio review and regular contact to update you on your performance. We recognize each client has individual needs and may wish to meet with an advisor more or less frequently. During these meetings, a portfolio review document will be drawn up which will include investments, commentary and an action plan for you to follow. We will work with your professionals, such as your lawyer and accountant, to help put any action plan into effect. If you do not have a professional network, we can refer you to someone who can help you.

You’re Here. We’re Here For You.

We are also available at anytime to provide information on your accounts or address any needs or concerns you may have. As a team of four Investment Advisors, each with specialized skills and expertise, you can be sure you are receiving a high level of knowledge in all the key financial areas. You will also receive invitations to interesting and informative investment seminars and client appreciation events throughout the year.

In the Community

At the Dekker Hewett Group we understand the importance of philanthropy and providing support to the local community. We are proud to assist the following organizations in their charitable giving efforts:

• VGH & UBC Hospital
• Bill Reid Foundation
• Canucks Autism Society
• Tides Canada