Competent

 

Hannes is a graduate of the University of Waterloo where he completed his Bachelor of Arts  (Hon B.A.)degree. He further holds a post Graduate diploma from Fanshawe college where he graduated with Honours from their Professional Financial Services Program. Further to this he completed his Masters Of Business Administration (MBA) from the University of Toronto – Rotman School of Business with a double Mayor in Investment Banking and Funds Management.

Hannes further holds the Chartered Investment Manager (CIM), Personal Financial Planner (PFP), Certified financial Planner (CFP) and Fellow of the CSI (FSCI) designations from the Canadian Securities Institute. 

Combined with his decade of experience leading client to their financial goals his education allows him to provide industry leading advice and strategic investment selection to optimize portfolio’s regardless of market environment.

 

 

Strategic

 

Using industry leading research and knowledge Hannes creates wealth strategies that ensure his clients can withstand any market environment. Firstly by identifying clients needs and goals Hannes is able to create a wealth strategy that suits their individual needs. After this initial strategy a “threat test” is performed to identify variables that may cause the strategy to come undone, these threats are then systematically eliminated to ensure a bullet proof Wealth Strategy that can withstand any market.

Hannes is consistently updating his Wealth Plans with clients to ensure that new market conditions are identified and the risks they pose to his clients addressed and eliminated. Through this continual top down analysis his clients can rest assured their wealth plans are ready for current market conditions and wont falter due to inaction. 

 

 

Disciplined

 

Investing can be an emotional roller coaster and depending on the current markets euphoria can quickly turn to fear. Taking emotions out of the wealth process is one of the most significant determinants of long term wealth creation and Hannes provides his client the ability to rely on industry expertise for guidance through turbulent times. By having a disciplined buy and sell as well as rebalancing approach the emotion is taken from the investing process and decisions can be made that best suit his clients ultimate Wealth Plan.