Hello, my name is Lars Borghardt and I am the President of Helden Wealth Strategies. 

I am an Investment Counsellor, Financial Analyst and an investor at large.  I have earned a Diploma of Technology in Financial Management - Corporate Finance Option from the British Columbia Institute of Technology (BCIT) and then went on to the advanced studies of the Bachelor of Technology in Accounting (BTech).  I am also qualified as an Investment Advisor, having successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH). My professional experience and expertise includes:

  • Strategic planning and budgeting 
  • Treasury management 
  • Working capital management  
  • Business performance analysis
  • Financial and security analysis
  • Portfolio management 
  • Equity option strategies 
  • Capital planning and asset allocation 
  • Senior accounting & administrative functions 
  • Operational management  Business, industry and economic research 
  • MS Office - advanced Excel user for financial modelling 
  • Written and oral communications and presentations

 

I have worked for a range of companies from small private to large public firms.  I have held positions including Financial Manager, Assistant Controller-Treasury, Financial Analyst, Controller and acting CFO. These positions have provided me with much valuable business experience that cannot be learned from a text book.

I have learned and applied many investment strategies and tactics over the years, in the search for the ideal investment approach, and I am passionate about those that enhance both financial and mental capital.  Over time, I have found above average performance using the proven, long term methods of the world's best investors; those individuals with fabulous career long, proven track records; including Benjamin Graham, David Dodd, Phillip Fisher, Warren Buffet, Charlie Munger and Joel Greenblatt.  It is apparent from their successes that the methods required for sustainable investing success was quite simple; approach investing like any other business decision.  Purchasing portions of good businesses at a discount to their intrinsic value is the logical way to prudent and consistent investment success.  I have also learned of the benefits of the conservative approach of using option hedging strategies to enhance tax efficient income yields; a critical goal for so many people.

I use these same principles to guide my business management consulting decisions.  If following the standards sought out by these brilliant investors helps them to find the best companies to invest in, then any business should in turn strive to meet the very requirements that the world's best investors seek out.  This is the driving concept behind my consulting and investment strategies.

I am passionate about the capital allocation process and the capital markets.  I find counselling people in these areas extremely enjoyable and rewarding.  I love all the research and analysis that’s required to do this type of work successfully and I get great satisfaction from helping people navigate the critically important waters of investment and financial management.

I believe in creating only win-win scenarios and I look forward to sharing some of this passion for success with you and those important to you.

Sincerely,

 

 

Lars Borghardt

"Be someone's hero." 

 

 

Hero:  'Someone that, in the face of great adversity or from a postition of weakness, displays immense courage, strength of character, and the will for self sacrifice to succeed for some greater good.' 

 


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