Langley Investment Services Grow your investments the right way

Look beyond financial hypes, fads and crazes. We’ll help you grow your investments through a disciplined, fundamentals-based approach for the long-term.

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Investment PhilosophyA winning formula based on consistency and discipline

As bottom-up, fundamental investors, we seek well-managed companies with sustainable competitive advantages, regardless of industry or economic conditions. In short: We believe in buying high-quality businesses with sustainable earnings power.

A Word to the Wise

1. Turn off the stock market
2. Do not worry about the economy
3. Buy a business, not a stock
4. Manage a portfolio of businesses

WARREN BUFFET

guiding principlesSuccess comes from a repeatable process

  1. ASSET MIX

    The starting point for any investor is getting the asset mix in your portfolio right. This means creating a portfolio that meets your financial goals based on both your cash flow and your emotional needs.

  2. TAX EFFICIENCY

    A key way to building wealth and accelerating growth over time is to build a diversified portfolio with tax efficiency in mind. This is critical for investors who have personal and/or corporate non-registered accounts.

  3. PERSONALIZED FOR YOU

    We make sure that your investment portfolio is customized for your financial goals. We also make sure that it reflects your values. Are there companies that you want or don’t want to own? Are you passionate about certain sectors?

  4. DISCIPLINE IS THE KEY

    One of the biggest challenges facing investors is the natural, yet counter-productive emotional response to the inevitable ups and downs of the capital markets. Making hasty reactions to short-term market volatility impedes progress towards achieving your financial goals. One of our responsibilities is helping you stay the course with a well-defined investment plan that’s based on time-tested winning investment strategies.

  5. DON’T TIME THE MARKET

    Perfectly timing the market—or basing your investment decisions on your predictions of whether the stock market is going up or down—is nearly impossible. The best strategy is to focus on getting your asset mix right and focus on investing for the long term.

  6. INDEPENDENT RESEARCH AND ANALYSIS

    We research each company that we invest in. We don’t just look at the news online and throw darts at the wall. Our proprietary investment approach blends quantitative and qualitative research techniques. All investments are made through the lens of a commonly held philosophy.

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Our TeamMeet your wealth management team

At Cedar Rock Wealth Management, our wealth management team is anchored by a strong investment committee made up of four experienced portfolio managers. With a focus on in-house research and disciplined portfolio construction, our team is dedicated to delivering high-quality, tailored investment strategies. We combine deep market insight with a client-first approach to ensure every portfolio reflects both our best thinking and each client’s unique goals.

Jay Brecknell

CIM® – Portfolio Manager

Chris Singer

CIM® – Portfolio Manager

Chris Wiens

CIM® – Assistant Portfolio Manager

Ivo Ciurlizza

CFA® – Portfolio Manager

Aligned Capital Partners Inc.Investment advice you can count on

Chris Singer, Jay Brecknell, and Chris Wiens are registered to provide investment advice through Aligned Capital Partners Inc (ACPI). Our work is designed to simplify and coordinate your unique financial needs and provide clarity, transparency and accountability at all levels. That’s how we ensure your investments needs are met and you receive the best advice for your situation.

Cedar Rock Financial Latimer Walk Park Bench Wide

Since switching our portfolio to Cedar Rock with Chris and Jay and their team, our finances have drastically improved, we couldn’t be happier with the results and their ongoing expertise and guidance. We would highly recommend them to anyone interested in improving their wealth.

A. Davison

Investment products are provided by Aligned Capital Partners Inc. (ACPI). ACPI is regulated by the Canadian Investment Regulatory Organization (www.ciro.ca) and Member of the Canadian Investor Protection Fund (www.cipf.ca). All non-securities related business conducted by Cedar Rock Financial is not offered protection (within limits) by the CIPF.

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