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OUR COMPANY
Our personal welcome to you
Welcome to our web site. Please explore it, peruse our newsletters and press clippings. We look forward to receiving your comments.

We believe that your personal wealth should be guided by a thoughtful plan that stands the test of time. We appreciate the opportunity to share our investment philosophy.

We encourage your contact to determine how we can provide value to you. Thank you for the invitation to assist in your financial future.

Sincerely yours,
 
Adrian Mastracci Adrian Mastracci
President, KCM Wealth Management Inc.
"Fee-Only" Portfolio Managers & Financial Advisors
Suite 1700 - 808 Nelson Street
Box 12148, Nelson Square
Vancouver, British Columbia
Canada V6Z 2H2
Tel: (604) 739-4500  
FaX:
(604) 739-0234
What we do
We are "fee-only" portfolio manager and financial advisory firm headquartered in Vancouver, British Columbia, Canada.

Our specialty is designing and managing client investment portfolios. Our expertise coordinates the portfolios with the client’s retirement aspirations, estate planning, risk management, income tax and business planning strategies.

Our greatest hope is to bring our clients insights and perspectives to guide their long-term finances. We help them to be prudent, informed, long-term investors.

The safety of our client portfolios is vital to our firm. Client portfolios managed by us are held by separate custodian, National Bank Correspondent Network, a subsidiary of the National Bank. This ensures safety of the client assets and professional implementation of transactions. Clients receive transaction confirmations and monthly statements of accounts from National Bank Correspondent Network.

Our uniqueness

We are independent. We do not sell products. We have no affiliation with institutions. We are "fee-only", which means that we are paid only by our clients. We do not receive commissions or trailers from investments. We disclose all professional fees.

Our advice is objective, unbiased and without conflicts of interest. Our experience exceeds 50 years. Our suggested investments have no front loads or deferred charges. Our professional fees are deductible for non-registered portfolios. Our newsletters are widely quoted.

Our clients value our objectivity and candid approach.

Our core beliefs
Our core beliefs address three fundamentals. First, managing your wealth is a long-term process. Second, create and stay with a broadly diversified asset mix. Third, try to avoid incurring large losses.
Preservation of capital is high priority for many clients.
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MEDIA EVENTS
News 1130 All News Radio
Adrian Mastracci is a
frequent contributor to
News 1130, appearing
on the business reports
with Richard Dettman.
AM 1130, 97.1 Cable FM
in Vancouver or
www.news1130.com
BRIEFS
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