I am a results-driven, highly credentialed and experienced Portfolio Manager with a passion for helping my clients become, and stay financially secure.With more than two decades of experience providing investment advice in challenging markets, I have learned the importance of strategic thinking in order to consistently grow client portfolios and protect them during challenging times.Throughout my almost 25 year career, I have held a number of senior roles at well-respected investment firms across Canada, before joining Odlum Brown in 2012. I bring valuable skills in asset allocation, investment management and client relations to this position. My clients know that when working with me, they can focus on life’s other priorities beyond their finances, because I take an active and personal approach to managing their investment portfolios, creating a relationship of trust, and ensuring my clients feel safe and secure. Whether the focus is on saving for retirement, children’s education, generating income during retirement or socially responsible investing, I focus on preserving and growing each client’s account by leveraging my industry knowledge, education and extensive career experience. I value community involvement, and have proudly taken a leadership role in the Ovarian Cancer Canada charitable initiatives at Odlum Brown, helping to raise awareness and funds for the organization. Passionate about British Columbia’s beautiful landscape, I enjoy sailing and am an avid hiker. My environmental consciousness is also evident in my 20 year Modo Car Coop membership!If you would like me to take a look at your current portfolio and investment needs, please feel free to contact me at: ✆ 604.844.5309▬▬▬▬▬▬▬▬▬▬▬▬▬
Listed skills include Portfolio Management, Financial Advisory, Asset Management, Investments, and 7 others.