ppwi.ca

Private wealth management, Victoria BC

Paragon is an independent wealth management firm dedicated to providing disciplined investment counsel to discerning clients, including individual investors, private companies, family trusts, and foundations. Our Beliefs. The value of independence is truly unbiased, client-focused advice. Wealth is created through capital preservation, the compounding effects of income. Par a gon: A model or pattern of excellence; an unusually large spherical pearl. Monthly Market Data – As of March 29, 2018. Paragon’s o...

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Private wealth management, Victoria BC | ppwi.ca Reviews

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Paragon is an independent wealth management firm dedicated to providing disciplined investment counsel to discerning clients, including individual investors, private companies, family trusts, and foundations. Our Beliefs. The value of independence is truly unbiased, client-focused advice. Wealth is created through capital preservation, the compounding effects of income. Par a gon: A model or pattern of excellence; an unusually large spherical pearl. Monthly Market Data – As of March 29, 2018. Paragon’s o...

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6 ethical principles

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Private wealth management, Victoria BC | ppwi.ca Reviews

https://ppwi.ca

Paragon is an independent wealth management firm dedicated to providing disciplined investment counsel to discerning clients, including individual investors, private companies, family trusts, and foundations. Our Beliefs. The value of independence is truly unbiased, client-focused advice. Wealth is created through capital preservation, the compounding effects of income. Par a gon: A model or pattern of excellence; an unusually large spherical pearl. Monthly Market Data – As of March 29, 2018. Paragon’s o...

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ppwi.ca

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Client Relations | Paragon Private Wealth Inc.

https://ppwi.ca/client-relationships

We believe in a client relationship that is based on trust, stability. And a commitment to your financial well-being. Our approach is about doing what’s right. For our clients. Above all else, we hold paramount our fiduciary duty. To place clients’ interests first. Our Value to You. Paragon’s disciplined investment management process coupled with a personal and well thought out approach to your financial goals is the basis of building and growing our long-term relationship. What Sets Us Apart.

2

The Firm | Paragon Private Wealth Inc.

https://ppwi.ca/firm

Paragon is an independent wealth management firm dedicated to providing disciplined investment counsel to discerning clients, including individual investors, private companies, family trusts, and foundations. The value of independence. Wealth is created through capital preservation. The compounding effects of income generation. And a value-based approach. Enhance diversification, lower investment volatility and improve long term investment returns. Placing clients’ interests first.

3

Investment Approach | Paragon Private Wealth Inc.

https://ppwi.ca/investment-philosophy

Paragon’s approach to equity investing is based on fundamental analysis and reinforced by the discipline of Strategic Asset Allocation. Key fundamental metrics used when analyzing a company include: balance sheet strength, cash flow and debt obligations, relative price/earnings, dividend history and future growth opportunities. This conservative approach achieves long-term growth without undue risk. Continuity and Consistency of investment strategy. Agility and Flexibility in investment decision making.

4

Monthly Market Data – As of July 31, 2016 | Paragon Private Wealth Inc.

https://ppwi.ca/market-data/weekly-market-data

Monthly Market Data – As of July 31, 2016. Monthly Market Data – As of July 31, 2016. Aug 2, 2016. Financial market and economic data is updated on our website each month end. 2016 Paragon Private Wealth.

5

The People | Paragon Private Wealth Inc.

https://ppwi.ca/the-people

The strength of our client relationships begins with Paragon’s Portfolio Management Team. CPA, CA, CFA. President and Portfolio Manager. Carolyn has worked in finance for more than 20 years and holds the Chartered Financial Analyst and Chartered Professional Accountant designations. She has held senior corporate financial positions in the financial guaranty reinsurance, business valuations and investment industries. CPA, CA, CFA. 2016 Paragon Private Wealth.

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