Services Offered
Personalized Financial Planning
Tailored strategies to align with your financial goals and risk tolerance.
Sustainable Investment Management
Ethical portfolio creation focusing on sustainable businesses without resource extraction.
Retirement and Wealth Management
Comprehensive plans for long-term financial security and growth.
Client-Centric Advisory Services
Professional guidance with transparent communication and quick responses.
Remote Account Management
Convenient setup and management via phone or email for busy professionals.
Reviews
5(5 reviews)
Rating Distribution
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5
4
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3
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R
Renee Schachinger
via Google
about 6 years ago
Adrian and Constantine have provided me with the benefit of their vast experience and wisdom during our long association. They are professional, offer clear explanations and sound advice.
S
Stirling Fauxvia Google
about 6 years ago
“Our experience with Lycos Asset Management has been very positive. Their team of financial advisors met with us in their Vancouver offices and fully discussed our financial ‘game plan’. After listening carefully, Constantine and Adrian were able to create a comprehensive plan for our financial future that suited both our goals and risk tolerance. My wife and I are grateful and excited about our future plans.”
T
Taylor Schnellvia Google
almost 7 years ago
Constantine is a pleasure to deal with. Any questions are answered professionally, clearly and very soon. I've had multiple responses well outside of regular business hours just to make sure that I was happy about things. Investment options are discussed in a clear manner, he really makes sure that you understand what he's going to do for you. Everything is done very quickly as well.
P
Paul Cottlevia Google
about 7 years ago
Constantine has been a fantastic partner for my family. In addition to his investing acumen, the service at Lycos is impeccable. He is never too busy to answer a call or an email and he has always gone the extra mile to make sure we make sound financial decisions In addition, the fund portfolio he has created for us supports only highly sustainable businesses with no resource extraction or shady labour practices so we never have to worry about our money being used to support destructive industries.
A
Andrew Knightvia Google
about 7 years ago
The Lycos Asset Management team are as advertised: an experienced team that I am confident are working for my best interest. They are open and transparent about market conditions, and offer a professional level of guidance that I was not receiving from a big banking operation. They are highly professional, personable, easy to work with, and value my business. As an extremely busy working professional, I highly recommend Lycos Asset Management. One thing I really appreciate is that I have been able to set-up, contribute, and manage my account entirely over the phone or email.
