I provide objective guidance and solutions in a spirit of trust and partnership allowing my clients to build and manage their wealth. I believe in listening to my clients to really understand their financial objectives and using investments that are suitable for them. I will create a custom-tailored portfolio that will strive to provide you with stable returns and peace of mind which can lead to a rewarding retirement. I believe that a conservative approach to investing is extremely important for achieving long term success.
The majority of my clients are retired or are preparing for retirement. My clients are conservative in nature and many rely on their portfolio for income. In meeting with new clients my initial objective is to have a clear understanding of your unique long-term goals and expectations. I will then provide you with recommendations tailored to your individual needs. I strive to ensure that my clients never feel alone during times of market volatility by ensuring that they are regularly contacted to provide updates on the stock market and the performance of their portfolio.
My investment philosophy is to deliver long term growth while managing risk. My approach to investment success is to:
- construct a portfolio that manages risk while maximizing long-term performance.
- help you establish your most advantageous asset allocation.
- search for a cost effective investment solutions
To ensure you stay the course during a variety of market conditions, your financial strategy must be clearly defined and updated on a regular basis.
I have extensive education and personal experience in the investment industry. I have a diploma in Financial Management from B.C.I.T. As well, I have completed the Professional Financial Planning Course, administered by the national Canadian Securities Institute.
Outside of work, I enjoy getting involved in the community. I have volunteered my time and spoken to hundreds of high school students on the North Shore about career planning and investing. I have been writing a regular investment column, "Making Cents," in the North Shore News since 2001 which is distributed to over 60,000 residents on the North Shore.
I enjoy hiking, cooking and salsa dancing with my husband in my spare time. I lived in Germany for a year and a half and speak German fluently.