Duffy Investment Team
Toll Free: +1 (888) 295-4432
Fax: (250) 489-1494
The Duffy Investment Team is committed to helping you achieve all of your financial goals by providing you with personalized and innovative solutions designed to meet your specific needs. We provide a disciplined approach to building portfolios by establishing personal investment objectives, time horizons, tolerance for risk, and a systematic regular review process. This allows us to create a custom portfolio with a specific asset allocation to help grow and protect wealth. We are dedicated to ensure your portfolios are both balanced and well-diversified. We offer more than just investment advice, we can provide you access to a full range of products and services, such as:
We have access to investment ideas and strategies to help meet the unique needs of our clients. Our in-house Investment Strategy Group specializes in reporting on:
We strive to build a strong relationship with every client through outstanding service, integrity and trust.