ValueTrend
Finance · Canada · 1-10 Employees
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Overview
Headquarters
147 Worsley St, Barrie, Ontario, L4M 1M3...Phone Number
(705) 721-8736Website
www.valuetrend.caRevenue
$5.6 MillionIndustry
About ValueTrend
ValueTrend Wealth Management is an independent full-service Canadian wealth management firm that focuses on advanced technical analysis to help clients limit their risk and grow their investments. Founded in 2008 by Keith Richards, the company emphasizes a client-first approach with performance-based fees that align its success with that of its clients. They serve a broad range of clients across Canada, providing comprehensive investment analysis, portfolio management, and educational resources. ValueTrend is recognized for its proactive strategies and has received multiple awards for excellence in business.Explore more
ValueTrend Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
ValueTrend
$5.6M
1-10
Private
-
2008
CA
Craig AucoinVice President, Fundamental Portfolio Manager, Chief Compliance Officer
ValueTrend Tech Stack
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Frequently Asked Questions Regarding ValueTrend
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ValueTrend Wealth Management is an independent full-service Canadian wealth management firm that focuses on advanced technical analysis to help clients limit their risk and grow their investments. Founded in 2008 by Keith Richards, the company emphasizes a client-first approach with performance-based fees that align its success with that of its cli... Read More
