“Just read your January edition and realized what a huge challenge you have trying to steward our funds in the best possible manner. It’s a veritable mine field out there with unpredictable traps springing out of nowhere. Some of it is predictable, but the trends are mostly short term. It really seems to be that with all the analysis that goes into your work there is a good dose of gut that has to go along with it, an intuition that this is not the path to walk on, or a hunch that the tide is turning in another direction.
Some of the statements and quotes reminded me of my business & how difficult it is to create a ‘built 2 change’ organization that can nimbly respond to the shifts in direction embedded in a climate of high uncertainty and ambiguity.
My sincere thanks to you and your colleagues for so faithfully taking care of our futures. I know you put your heart and soul into it and truly care about the funds entrusted to you. I continue to appreciate your understanding of the world we live in and the many factors that affect the world of money. Thanks for being such good stewards.”
Lothar (Client – London, ON)
“HAHN Investment has been my investment manager for many years. They have always exhibited high integrity and concern for my investment success, which has been excellent. I appreciate their attention to risk management and use of ETFs, which they do very well.”
Roger (Client – Oakville, ON)
“Thanks for your email and for checking my portfolio again. I meant to write to you anyway to congratulate you on your wise investments regarding my RRSP. I had fully expected a dip in my investments on last month’s statement and was surprised to see that it actually went up! I know I am in good hands and totally trust your decisions for adjustment whenever necessary.”
Rose (Client – Toronto, ON)
February 2008 (during the Global Financial Crisis)
“As a former MFDA Advisor I had been totally unaware of the discretionary portfolio management services provided by an Investment Counsel Portfolio Manager (ICPM). Once I became aware of the key role they could perform within my practice, I realized that I would finally be able to concentrate all of my attention on my area of true expertise – financial planning. After conducted extensive due diligence, HAHN Investment Stewards was selected to make the investment decisions for my clients. Their long term track record of investment performance and ability to preserve and grow client assets in these troubled times made it clear that this is where their expertise lies.
As a result, I now have a practice that is growing exponentially, as satisfied and loyal clients eagerly refer friends and family to a practice that provides a very unique offering that has significantly increased their confidence and clarity for their future. This partnership of two organizations, concentrating on what each does best, has certainly had a positive impact on the pride and enjoyment of what I do, not to mention my own financial security for the future.”
Doug (Adviser – Oakville, ON)
“You have no idea what insight your comments gave me in terms of better understanding what you guys do. Your comments were absolutely brilliant! You presented what is a very complex topic with clarity. Your words will be worth more than their weight in gold.”
John (Adviser – Toronto, ON)