Rajeena joined Odlum Brown in 2011. Today, she manages portfolios for high net worth individuals, families, and corporations. With over a decade of industry experience, Rajeena works closely with clients to invest their savings and build a strategy for their future. She designs customized portfolios based on each individual’s needs, risk tolerances and financial goals. As a Chartered Financial Analyst (CFA) charterholder, she is committed to the highest standards of ethics and professional conduct.
Investment Style
Rajeena follows a contrarian strategy, using high-quality investments to invest for the long term. She uses a combination of fixed income and equities to create diversified and tailor-made portfolios. Her experience helps guide clients through various stages of their lives. Working with the Corner Group’s dedicated Financial and Tax Planning Specialist and Odlum Brown Financial Services Limited* to provide financial, retirement, and estate planning, Rajeena shows her clients how their assets and income will develop over time.
Rajeena offers Discretionary Investment Management to individuals and businesses with a minimum of approximately $200,000 in investable assets. The key benefits include:
- Delegation of the day-to-day investment decisions to a Portfolio Manager.
- Frequent client communication, monthly statements, informative quarterly analysis and portfolio updates.
- A portfolio management fee levied as a percentage of the assets under administration, charged monthly.
- Fees that may be deductible for income tax purposes for non-registered investment accounts.
Education and Industry Designations
- Bachelor of Commerce Degree in Finance from the University of British Columbia
- Chartered Financial Analyst (CFA)
Interests
In her spare time, Rajeena enjoys playing various sports, travelling the world and spending time with family and friends. Community involvement is also very important to Rajeena and she currently co-chairs the United Way Committee at Odlum Brown.
Learn more about the Corner Group.
* A wholly-owned subsidiary of Odlum Brown Limited.