"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki
(Author of Rich Dad Poor Dad)
Clients First
Olivera’s strength has always been her passion in understanding what matters most to her clients as a result of open and frequent communication. With her background in accounting and the banking sector, Olivera brings 20 years of experience within the investment industry to her role as a Portfolio Manager. Olivera offers discretionary portfolio management and uses her extensive knowledge to guide generations of individual investors, as well as corporate and not-for-profit organizations, to achieve their financial goals.
Investment Philosophy
Olivera adheres to a disciplined, value-based investment approach tailored to growth, income generation and capital preservation, depending on her clients' needs. This approach helps clients weather the periodic economic and market challenges in the long run.
Through open and frequent communication, Olivera ensures that the many aspects of her clients’ financial goals are considered and regularly reaffirmed to account for life’s changes.
With this understanding, she relentlessly searches for investments that offer compelling value and match her clients’ objectives and risk tolerance. Olivera creates diversified, customized portfolios comprised of:
- Proven blue chip, dividend-paying equities that offer sustainable long-term growth and income – many of which are highlighted in the Odlum Brown Model Portfolio
- High-quality fixed income securities
- Exchange-traded funds
- Option strategies to enhance yields, where appropriate
Client portfolios are managed on a discretionary basis for a fee that is competitive within the industry and uniformly lower than the rates charged by mutual funds. The fee is based on a percentage of the value of a client’s portfolio. Management fees on non-registered accounts may also be deductible for income tax purposes.
Personal Interests
Outside of her passion for investing, Olivera enjoys spending time with her husband and son. As an avid cyclist, Olivera loves the great outdoors and appreciates the beautiful terrain that BC has to offer. This passion for cycling has led her to be a proud supporter and one of the top contributing advocates for The Ride to Conquer Cancer.