Placing your financial goals at the heart of our relationship.
My dedication to customer experience and natural curiosity to learn new things have been driving forces throughout my career. Over the first 20 years of my professional life, I worked primarily as a Strategic Business Consultant with large corporations in various industries across Western Europe and North America. My primary role was to help corporations define and achieve more effective and efficient customer operations and ultimately improve their bottom line.
Through these valuable experiences, I have gained a strong understanding of how corporations operate and the challenges they face now and for the future. I continuously draw upon these experiences and leverage the cross industry knowledge acquired as I work with my clients at Odlum Brown.
HELPING CLIENTS ALONG THEIR INVESTMENT JOURNEY
I work in close collaboration with clients to improve their awareness and understanding of their current investment portfolio. Diligently sorting through new information and evaluating each opportunity, I provide my clients with transparent and timely recommendations to support informed decision making, thus enabling us to stay the course on long-term financial objectives. I leverage in-house research provided by the Odlum Brown Research Team, along with independent research from objective sources to develop a breadth of understanding of current and future market conditions. This approach allows me to keep one eye on the present and one eye on the future, thereby keeping my clients up to date as the market evolves.
DELIVERING EXCEPTIONAL CLIENT EXPERIENCE
The depth and variety of my 20 years of professional experience are the backbone of my investment philosophy. By leveraging my international experiences, education and analytical skills, I work rigorously to develop tailored advice for each of my clients along with a flexible commission fee structure aligned with their portfolio needs.
CREATING TRUSTED RELATIONSHIPS
One of my most complimented skills is communication, the ability to listen, hear what has been said and then break down complex topics into smaller, digestible segments. I work closely with my clients to promote their understanding of current and future financial outcomes and the necessity of effectively balancing risk and reward when it comes to their investment portfolio. My objective is to create an environment of confidence and communication, with a mutual understanding of the client’s unique portfolio.
CONTINUING PROFESSIONAL DEVELOPMENT
I completed a Bachelor of Arts at Simon Fraser University (1996), a Masters of Business Administration at the University of Liverpool (2008) and a certificate in Advanced Investing Advice (2018) from the Canadian Securities Institute. My educational pursuits are ongoing as I work to complete additional Canadian Securities Institute courses to extend my financial certifications.
GIVING BACK TO THE COMMUNITY
I am a current Board member for the Kelowna Women in Business, volunteer for the Karis Support Society Dream Project, volunteer at Soup Sisters Kelowna and volunteer for CRIS Adaptive Adventures. Next to volunteering at these local non-profits, I also offer consulting services to other non-profits through Sage & Rae Solutions.