My strength lies in the combination of experience and academic knowledge I have gained over the 25-plus years in the investment industry. During this time, I have handled my clients’ portfolios and made recommendations with the same level of care and consideration as I would for my own family. From my experience of the highs and lows throughout various economic cycles, I have adapted strategies to take advantage of changing market conditions. A long-term approach, effective valuations, and skilful judgement have resulted in solid returns for my clients.
My hands-on experience in the investment industry is complemented by strong academic qualifications, including an Honours Bachelor of Commerce degree from the University of British Columbia and several industry accreditations.
I offer straightforward investment advice using a balanced and disciplined approach. My firm belief is that ownership of equities (stocks) outperforms the ownership of debt instruments (bonds) over time. Successful investing takes time, patience and a long-term perspective.
In addition to my own experience, I believe it is in my clients’ best interest that I draw on the resources and expertise of the firm. Recognizing this, I confer with Odlum Brown’s Research Department and other Portfolio Managers to appropriately select securities and allocate assets based on economic conditions and a client’s risk tolerance.
My clients receive exceptional value for personalized service and quality advice. With my experience, knowledge, and passion for the business, my approach is to grow my business one satisfied client at a time. I welcome your inquiries and look forward to working with you to develop a sound financial plan tailored to your individual needs.
Feel free to contact me anytime by phone at (604) 844-5314 or e-mail at firstname.lastname@example.org.