THE HISTED INVESTMENT GROUP
Toll Free: +1 (800) 263-0914
Fax: (905) 526-4716
The Histed Investment Group
The Histed Investment Group has been advising clients with a combined experience of over 70 years. We provide a strategic process to help our clients' manage, plan, protect and grow their wealth, to maximize their future financial goals, and attain their dreams. We offer a variety of services including: investment solutions, retirement planning, financial and estate planning services for the growth and preservation of our clients' portfolios. The Histed Investment Group uses a technical analysis system to add value through portfolio management, and help to build wealth over the long term; this is achieved all while reducing risk. Our professionalism and dedication to our clients have built our reputation, which is recognized among our peers.
Our Mission To You
We are committed to providing you with the highest level of personalized service to help reach your financial goals and attain financial peace of mind. Our team of qualified professionals will provide reliable and relevant financial information, and consistently demonstrate our professionalism and excellence in everything we do.
YOU have our complete dedication: Your goal is our goal.
Our Investment Approach
Client Concerns - Safety of principal, tax reductions, and capital growth.
Review - Client assets and liabilities, investment objectives, risk tolerance and tax strategies.
Provide - Written proposal of investment recommendations, income, asset allocation, liquidity, flexibility and peace of mind.
John R Histed, Vice-President, Investment Advisor
(905) 526-4722 firstname.lastname@example.org
Rochelle Wilson, Investment Advisor
(905) 526-4723 email@example.com
Leslie Cipriani, Financial Associate
(905) 526-4709 firstname.lastname@example.org
David D. Haddad, RHU, Estate Planning Specialist
Judith Haddad, Estate Planning Assistant