Investing With Clarity and Confidence
The world of investing can feel overwhelming. From headlines about market volatility to endless advice from “finfluencers,” it’s easy to feel uncertain about what’s right for you. Add to that the natural emotions of fear and greed that come with money decisions, and many investors either freeze—or make choices they later regret.
At Olive Hill Financial, we believe investing doesn’t have to be complicated. It should be disciplined, transparent, and tailored to your life goals. Our role is to give you a clear plan, manage the details, and help you stay on track through the ups and downs of the markets.
Why Work With a Professional?
More than half of Canadians surveyed who don’t invest say it’s because they lack knowledge and confidence.
SOURCE: CIRO
Our Philosophy
Our investment approach is rooted in evidence, not speculation. We focus on building portfolios that are cost-effective, diversified, and designed to weather market changes. More importantly, we act as your guide and help you avoid decisions based on fear and greed, and keep your strategy aligned with your long-term goals.
What You Gain
A disciplined, evidence-based investment strategy
Professional monitoring and rebalancing of your portfolio
Access to a wide range of asset classes, funds, and managers (Vanguard, BlackRock, RBC, Fidelity, TD, BMO, and more)
Guidance to manage investor behaviour and avoid costly mistakes
Access to comprehensive financial planning
Integration with your broader financial plan, including tax and estate considerations
Our Wealth Management Approach
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We begin by identifying how much risk you’re both willing and able to take. This sets the foundation for building a portfolio that matches your comfort level while still working toward your goals.
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Using insights from reports like the SPIVA Canada study, which shows how challenging it is to beat the market consistently, we lean on low-cost index funds as the backbone of many client portfolios. Where it makes sense, we incorporate actively managed funds, alternative assets (like gold, crypto, or private equity), or strategies like global macro and long-short positions.
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We focus on minimizing fees and maximizing tax efficiency. Whether it’s using corporate class funds, rebalancing strategies, or placing assets in the right type of account (RRSP, TFSA, non-registered, etc.), our goal is to keep more of your money working for you.
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Investing isn’t a “set it and forget it” process. We review and rebalance portfolios regularly, checking in with you to make sure your investments continue to support your evolving goals.
In Collaboration With:
Who We Work With
We are currently accepting new clients who have $250,000 or more in investable assets. We also work with younger investors who may be starting out with $100,000 or more but are able to actively build their wealth through disciplined savings.
Explore Beyond Wealth Management