Janine was instrumental in opening the Courtenay office in 1998 and has successfully built a respected presence in the mid-to-North Vancouver Island. Dedicated to creating wealth for her clients, Janine is active in the direction of the firm as a Vice President, a member of the firm’s Board of Directors and Manager of the Courtenay branch. She has received the Fellow of the Canadian Securities Institute (FCSI) designation, which is recognized as the highest honour in the financial services industry.
As a Portfolio Manager, she is able to offer fee-based and discretionary portfolio management to high net-worth individuals, corporations, and trusts. Discretionary portfolio management offers clients the freedom from the responsibility of asset management.
Janine is passionate about developing a personalized investment approach. Through in-depth discussions to assess your expectations, investment objectives and risk tolerance, a customized portfolio unique to your needs is created. Building a diversified, high-quality portfolio with an asset allocation reflective of your goals is the cornerstone of successful portfolio management. She will listen and clearly understand your financial goals, and adjust your strategy as “life happens.” Setting the bar high and exceeding your expectations for superior client service is what sets Janine apart from others.
As part of creating your investment portfolio and longer term wealth goals, the importance of understanding your broad financial picture should not be overlooked. Working closely with Odlum Brown's wholly owned subsidiary, Odlum Brown Financial Services Limited, for further guidance with financial, retirement and estate planning services is essential.
When it comes to you and your portfolio, peace of mind is priceless. While it may not strictly be reflected in your bottom line, it is reflected in the confidence in knowing that your financial well-being is in good hands and that your goals and risk tolerance are clearly understood.