Hybridge Investment Management
Investing is simple, but not easy.
The key is to have patience and discipline.
— WARREN BUFFET
Money is the most personal of assets. To delegate stewardship of an individuals assets to an investment manager for a fee implies a non-negotiable commitment on the manager’s part to conduct client affairs with the highest level of integrity. Investors choose to deal with an investment counsellor because they are trustworthy and reliable.
Hybridge Investment Management practices a disciplined approach to investing that honours principles that have stood the test of time.
It’s time in the market not timing the market.
It's time in the market, not timing the market.
Money is the most personal of assets. We honour principles that have stood the test of time with a disciplined, patient approach.
01.
Stay invested & avoid market timing.
Short-term market moves are difficult to predict — so we don't try.
Over the past century stocks have gone up about 70% of the time. If you are out of the market, you are likely to be wrong seven out of ten times. Stay in and capture all of the long-term appreciation.
02.
Buy conservative & high quality investments.
Conservation of capital matters more than a quick profit.
Invest in well-managed, well-financed, large, established corporations with demonstrated long-term earnings growth. Wise investors recognise them not as boring holdings but as consistent moneymakers.
03.
Buy growth at a reasonable price.
You can overpay even for the best companies — seek value.
Choosing quality companies whose stock price sits below the typical price-to-earnings level of their industry furnishes an element of downside insurance to the investment.
04.
Invest tax efficiently.
What you keep is as important as what you make.
In taxable accounts, deferring capital gains by avoiding excessive trading allows you to maximise your returns. Buy quality companies and only sell for a very good reason.
05.
Diversify your investments.
If you bet the farm and lose, there is no way back.
No one has a crystal ball. Diversifying across industries, countries, and asset classes — stocks, bonds, and cash deposits — increases the stability and predictability of returns.
06.
Maintain investment discipline.
A committed approach reduces the risk of emotional mistakes.
Delegating investment decisions to a professional substitutes a more objective approach for emotional reactions, removing personal bias from long-term wealth decisions.
Our Service Areas
We proudly provide tailored investment and wealth management solutions across key regions in British Columbia. Our local expertise ensures personalized strategies that align with your financial goals.
Delivering sophisticated investment strategies in one of Canada's most dynamic financial hubs.
Specialized wealth management solutions designed for high-value portfolios and long-term growth.
Smart investment planning for professionals, families, and growing businesses.
Helping clients build strong financial foundations with customized investment plans.
Focused on preserving wealth while creating sustainable growth opportunities.
Strategic financial planning with a balance of stability and growth for long-term success.
Personalized investment guidance tailored to evolving financial needs.
Optimizing investment portfolios in a rapidly growing economic region.
Reliable financial strategies built for security, growth, and future planning.
Key features that add up to exceptional value.
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01
Separately managed accounts
Portfolios of individual securities — not mutual funds — so you always know what you own. All securities are highly marketable for quick liquidation when needed.
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02
Discretionary management
Day-to-day decisions delegated to highly qualified professionals who meet the most stringent licensing requirements, giving you time for your other life interests.
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03
After-tax efficiency
Lower turnover minimizes capital gains realization, while specific tax-loss selling can be implemented when necessary.
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04
Custodian & safekeeping
Securities held by a third-party custodian — a large Canadian financial institution — with full recordkeeping and annual tax packages.
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Fee-based
One simple fee based on portfolio value, aligning our interests completely with yours. No up-front charges, no commission products.
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