A Comprehensive Approach to Your Financial Well-Being
Sonia provides discretionary portfolio management and investment advisory services to individuals, families and businesses who trust her with the day-to-day investment decisions that build and protect their wealth. Using a holistic wealth‐focused approach, she serves as a trusted advisor to clients with varied financial landscapes, guiding them through life transitions and helping them realize their financial goals and objectives.
With almost three decades of ongoing education, knowledge and experience, she is skilled in adapting to complex situations and identifying strategies to address them.
Dedicated to building long‐term relationships with her clients, Sonia is profoundly motivated by the trust they place in her. She takes pride in going the extra mile to provide exceptional service and put her clients’ interest first, always.
Sonia’s Process
Discovery – Looking Beyond Just the Numbers
Communication is the foundation of our client relationships. Sonia’s process begins with a conversation that allows her to capture your unique financial picture. Together, she will review and discuss your current investments, future plans and expenditures, financial concerns and objectives, and risk tolerance. Sonia will also use this opportunity to introduce Odlum Brown, her investment philosophy, fee structure and how she can tailor and manage an investment portfolio that remains aligned with your goals as your financial situation evolves.
Understanding the relationship between your objectives and your risk tolerance/capacity is the first step to formulating an effective investment strategy. These initial discussions will help Sonia recommend an appropriate balance of equities and fixed income, and an investment portfolio that is designed and managed to achieve your goals.
Investment Strategy –
Growing Our Clients’ Wealth Through a Disciplined Investment Approach
Leveraging Odlum Brown’s highly regarded, unbiased in‐house research, Sonia builds customized equity and fixed income portfolios to meet the individual needs of her clients and proactively manages them with a continual focus on evolving objectives, risk management and tax efficiency. She focuses on owning a well‐balanced mix of excellent businesses with strong fundamentals and unique competitive advantages. Always managing in the context of client objectives, she is pragmatic, disciplined and timely with her buy‐sell decisions. Financial markets are truly an arena where patience and discipline are rewarded. Sonia helps clients focus on the long term to help them realize the returns needed to achieve their financial goals.
Since 1923, Odlum Brown has remained an independent firm. Our independence lets us focus on recommending what is best for our clients and ensures our interests are aligned. We only succeed when you succeed.
Financial Planning – A Roadmap for Success
Understanding that investments are just one component of wealth, Sonia considers all factors that impact the financial wellness of her clients. To help them best leverage their financial resources through each stage of life, she engages our team of specialists at Odlum Brown’s wholly owned subsidiary, Odlum Brown Financial Services Limited for ongoing financial planning as dictated by client needs. This holistic, wealth‐focused approach means Sonia’s clients can have confidence that there is always a roadmap in place to achieve their financial goals. Especially in down markets, clients find perspective in how their portfolios compare with the long-term trajectory of their goals and the steps we can take to ensure they remain on track.
Our team at Odlum Brown Financial Services Limited are also available to assist our clients with life insurance products, retirement and estate planning and tax information. Through our professional network, we are able to connect you with related services, such as tax preparation or legal advice.