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Cycle Of Investment Strategy

At Canopy, we believe that asset management is an integral part of our clients overall financial well-being, and we are committed to managing the client’s account with great attention to detail and the utmost respect for their financial goals.

Profile

Profile

By thoroughly getting to know our clients, we are able to help them better pursue their goals.

Recommendation

Recommendation

Taking all your needs and goals in mind we prepare a comprehensive investment plan.

Implementation

Implementation

After all recommendations have been discussed, we will begin investment into the various markets.

Review

Review

Based on your individual needs and goals, we will review your accounts on a regular basis, and make changes needed, to remain appropriately diversified, while being risk cautious.