Kory B.'s Contact Details

Kory B.'s Company Details

Damocles Consulting.ca

Montreal, QC, CA • 5 - 9 Employees
Financial Services

"Trust but verify". These words could never be as apropos as when used in reference to your Investment Advisors. Who can you depend on to verify that they are safeguarding your best interests? Unlike the banks and brokerage firms who have a natural conflict of interest, or the regulators whose primary purpose is to safeguard the integrity of the capital markets, Damocles Consulting focusses solely on your individual experience and needs. As third-party experts we can identify any irregularities with your investment portfolio such as failure to respect your risk tolerances, regulatory violations, churning, overcharging etc. Often these issues will go unnoticed to the untrained eye. We will help you understand and quantify your damages as well as aid you in the recovery process. Our firm brings you 50 years of combined brokerage industry/management experience, and over 15 years of combined litigation experience. Damocles provides two distinct but complementary services:The first is Recovery Services, where we aim to provide assistance in recovering damages for High-Net- Worth (HNW) and Ultra-High-Net-Worth (UHNW) investors who have suffered wrongdoing at the hands of brokerages and their advisors.The second is Monitoring Services, where we provide a thorough overview of the clients' full investment picture, across multiple platforms, and ensure that the accounts remain within the risk and suitability parameters that the clients provided to their advisors.If you feel that you have a problem, or just want to verify that you have not been taken advantage of, contact us for a free consultation.