Anita takes a holistic approach to creating investment portfolios that are uniquely tailored to each client’s individual needs and goals. She works primarily with high net worth investors with a minimum of approximately $500,000 in investable assets, in addition to trusts, estates, and corporations.
Prior to joining Odlum Brown in 1997, Anita worked for an established strata management company where she developed superior client service skills. It is these skills that have helped to establish the strong client-advisor relationships she has today.
Investment Style
Anita follows Odlum Brown’s contrarian approach and disciplined investment philosophy. Through market upturns and downturns, the focus is on the importance of long-term investing. Utilizing the firm’s highly-regarded research, Anita seeks high quality investments that are attractively priced and have solid balance sheets. This approach focuses on long-term growth while respecting each client’s risk tolerance.
Anita believes the client-advisor relationship first and foremost must be built on trust; something that is achieved through regular communication and by addressing any concerns on a timely basis.
Education and Industry Designations
- Studied Business and Marketing at Douglas College
- Professional Financial Planning Course (PFPC)
- Financial Management Advisor (FMA)
- Fellow of the Canadian Securities Institute (FCSI®)
- Investment Management Techniques (IMT) Candidate
Community Involvement and Interests
Anita enjoys contributing to the community and currently volunteers with Junior Achievement of BC. She has also been involved with various other fundraising initiatives including the United Way and Easter Seals. In her spare time, Anita loves to travel and plays volleyball, baseball and tennis.
Learn more about the Corner Group.