Happy Anniversary CHPW!!
Hi , it’s been one heck of a year, thanks for joining us throughout it!
We have officially hit our 1 year anniversary at Cherry Hill Private Wealth and we couldn’t be happier or more proud about the decision to start this great company. The three of us wanted something better for our clients - something we could be fiercely proud about.
Since we’ve left, many of our former colleagues have approached us, wanting more for their clients as well. They have seen what we’re doing and they want to follow. They’ve seen what you have seen this past year - better performance than anything else on the retail market (we also had a better year than both Yale and CPP as well). They also have seen that we’re not resting on what we did last year. The innovation that is continuing to come this year and going forward is going to keep us the firm that advisors and clients want to be a part of. We are leaders in providing our clients with options that were only available to the ultra rich, but our partner, Harbourfront, is not done yet.
We had the chance to sit down with some of the leaders at Harbourfront, and you will be blown away by what they have in store! Trevor had a conversation with our CEO and they discussed where Harbourfront has come from and where it’s going. Next, Erin spoke with our head Portfolio Manager to unpack 2022 (and why our clients had better way better results than most Canadians). He also gave some insight into what lies ahead in 2023 and beyond. Finally, Adrian spoke with our CIO as she enlightened us on what we’re about to see with our private portfolios.
This is an episode you don’t want to miss!
To enjoy these topics, simply click the images above or use these direct links to enjoy as a , or Video. No Blog this week, but be sure to check out June’s Market Commentary here.
Enjoy!
