Through a referral agreement, DJB Wealth Management offers you direct access to TriCert Investment Counsel’s Portfolio Managers who will tailor an investment management strategy that is specific to your unique circumstances. Working with your DJB Accountant and CERTIFIED FINANCIAL PLANNER™, TriCert Investment Counsel’s Portfolio Managers take a quality sector-based (QSect™) approach to investing.
TriCert Investment Counsel Inc. benefits from the longstanding relationship and familiarity that your DJB Accountant has with your personal and financial situation. This allows our integrated team of DJB Accountants and CERTIFIED FINANCIAL PLANNER™ professionals, along with the TriCert Portfolio Management team, to provide a comprehensive and customized wealth management service. Moreover, there is continuous interaction between all three disciplines (Financial Planning, Accounting, and Investment Management), ensuring portfolios are truly customized and reflect the objectives and risk tolerance of each and every client.
Helping you achieve success by providing professional, unbiased advice while acting with integrity and honesty, and always placing your best interests first. Our team of knowledgeable, experienced, and trustworthy advisors provides comprehensive and flexible financial planning services, tailored to your unique situation.
TriCert Investment Counsel Inc. is owned in part by DJB Wealth Management. TriCert Investment Counsel is registered with the securities regulators as a Portfolio Manager and is engaged to provide clients with discretionary portfolio management.
To learn more, visit the TriCert website.