Your Investment Success. Our Passion.TM
Trusted Financial Advisors Victoria BC
For over 30 years, Hemisphere Capital Management has been a trusted partner to individuals and families in Victoria, BC and throughout the Greater Victoria area. As an independent firm, we focus on putting the interests of our clients first. Our goal is to build a stable investment portfolio. We want to balance risk and return. This way, it can cope with market changes and help you meet your financial goals.
Our clients enjoy a personalized experience. We make choices that focus on their needs, without outside influence.
Why Choose Hemisphere?
When it comes to managing your wealth, trust is essential. At Hemisphere, we take pride in this fact. Our portfolio managers are fully aligned with your success and are invested in the same securities as you.
Why Choose Hemisphere as Your Financial Advisor Victoria BC?
- Independent and Employee-Owned: We are not beholden to any outside interests. This means we offer unbiased advice that is focused solely on your financial goals.
- Transparent Service: We believe in open and honest communication. We will keep you clearly informed on the management, performance and fees related to your investment portfolio.
- Conservative, Values-Based Investing: We believe that a well-designed asset allocation is critical to achieving long-term success. By balancing risk and return, we aim to build a resilient portfolio that can withstand market fluctuations while supporting your financial goals.
- Professional Expertise: Our team has registered portfolio managers with the right credentials. You can trust us to take care of your portfolio.
- Sustainable Legacy: We have a clear plan for the future. This way, we can keep meeting your financial needs for years to come.
Whether you are planning for retirement, managing a trust or foundation, or wanting to improve your portfolio, our financial advisors can help. We can guide you through today’s complicated financial world with confidence.
Explore Your Wealth Journey.
Wealth Management Victoria
Hemisphere offers two levels of discretionary, fee-based investment management services. We only use publicly-traded securities, including bonds, preferred shares, and common stock. We believe that certain other alternative asset types (private equity, private real estate, etc.) are not suitable for many investors as their lack of clarity can lead to too much risk and unexpected loss.
As concerns about social responsibility and environmental impact continue to grow, our Private Portfolio Management service is also uniquely positioned to help those with ESG considerations. Our approach allows you to build a portfolio that reflects your personal values while still pursuing growth and stability.
Investing in public stocks enables us to maintain complete transparency. You can support companies that match your values and avoid those that do not. This level of flexibility is typically not possible with mutual funds or managed products.
For portfolios greater than $750K.
For portfolios between $250K and $750K.
Our People
At Hemisphere, we take great pride in maintaining the highest standards in everything we do. Our team of financial professionals consists of registered portfolio managers. We hold designations such as the Chartered Financial Analyst (CFA) or the Chartered Investment Manager (CIM®). This expertise ensures that we bring a wealth of knowledge and experience to our clients.
We also adhere to a strict Code of Ethics that guides and influences every decision we make. You can have full confidence in our commitment to always putting your best interests first. With a succession plan in place, we are committed to continuing to serve our clients for years to come.
Independent and Employee-Owned
As an independent firm, we can give honest advice that fits our clients’ needs and goals. Without the pressure of corporate agendas or conflicting interests, we can prioritize long-term relationships over short-term gains. Our independence allows us to customize strategies and solutions that best serve our clients’ unique financial circumstances without worrying about selling internal products.
If you are interested in learning more about how Hemisphere can assist you in achieving your financial goals, we encourage you to reach out to us. Our team is here to provide you with personalized insights and strategies tailored to your unique needs. Whether you have questions about our investment services, want to discuss your financial situation, or are ready to start building a resilient portfolio, we invite you to contact us. Together, we can navigate the complexities of the financial landscape and work towards a prosperous future.