Dividend Value Partners (DVP) is a wealth management team working out of the Raymond James branch in Victoria, BC. Paul Siluch and Lisa Hill, the founding partners of DVP expanded the team by bringing on board 3 new partners over the years: Peter Mazzoni, Sharon Mitchell and Lincoln Jiang. DVP is now a team of 8, including 3 support associates: Dimitri Karatsikis, Joanne Davidson and Hailey Lanctot.
Our Mission
Our mission is to help you succeed with your mission. By helping you manage your financial complexities, we give you the freedom to focus on what you really want to be doing.
Our Philosophy
A financially calm retirement can be distilled down to three elements:
- Protect your capital
- Provide you with an income
- Grow your money carefully
At Dividend Value Partners, our goal is to grow your money patiently and consistently, whether you are looking to retire or are still saving. This means keeping risk as low as possible to preserve your capital in good markets and in bad. Our team looks after hundreds of families throughout North America, some for over 25 years. A few are even third generation. We also work with business owners.
Our interests are aligned with your interests. We perform our own analysis, rely on our own independent research, and personally own what we recommend for our clients.
Let us help you be financially calm. We take the burden of day-to-day management off your hands to allow you the freedom to live your life with less worry.
Dividend Value Discipline Portfolio™
As a client of our team, available to you is our specialized discretionary managed portfolio, Dividend Value Discipline (DVD for short). This portfolio is designed to achieve medium to long-term growth through dividends, interest, and moderate capital gains. It is our premier investment service offered to you and receives our highest level of attention.
"The essence of investment management is the management of risks, not the management of returns."-Benjamin Graham