Investment Vision
Louise has been providing sound financial, investment, retirement, tax and estate planning advice to individuals, business owners, professionals and their families for over twenty years.
Her investment priorities are:
1. Preservation of capital
2. Tax-effective income
3. Conservative growth
She listens carefully to understand the needs, objectives, personal financial situation and comfort level of her clients. She will work with her clients' accountants, lawyers, bankers and other experts to integrate all aspects of their wealth management. In addition, she has access to powerful financial planning software and to experts in her own extensive professional network and the CIBC Group of Companies.
Louise's role is to manage, plan, protect, and grow her clients' assets to enable them to achieve their personal goals and/or to transfer their wealth to the next generation or to charities.
Frequent communication and personal contact are important. Portfolios are reviewed and discussed on a regular basis, with adjustments made when necessary. This ensures clients' portfolios are monitored and realigned to reflect any changes in the clients' affairs or markets in general.
Louise strongly believes that putting her clients' needs first, buying quality blue-chip investments, simplification and having a well-structured and diversified portfolio is the most effective approach.
