Customized solutions and a disciplined strategy

To help her clients achieve their wealth management goals, Wilma adheres to a disciplined strategy that stresses having a comprehensive understanding of their financial situation and objectives.  Only with this information is it possible to create a customized investment policy statement that sets proper boundaries towards achieving their objectives within their risk parameters.  The investment portfolio that emerges from this process will be continuously monitored to ensure it remains an effective tool in meeting your long-term goals.

A sound investment philosophy

Trust, confidentiality and integrity are the foundations of Wilma’s business.  You can rely on her expertise to help you build and protect your wealth.  Although the financial world is in a state of constant flux, the team-based wealth management approach she follows provides a consistent focus on:

• Providing comprehensive advice and service
• Preserving capital and building long-standing family legacies
• Achieving your goals and objectives

Discretionary wealth management

As a Portfolio Manager, Wilma is qualified to manage your assets on a discretionary basis.  With discretionary investment management, you remain actively involved in setting overall strategy, including your investment objectives and policy, while Wilma is responsible for making the day-to-day tactical decisions.  She offers tailor-made solutions to her clients and designs strategies to suit their circumstances.

With most discretionary services, you deal with a relationship manager and may never meet the actual manager of your portfolio.  Wilma’s clients who take advantage of her discretionary services have a direct professional relationship with her, enabling them to work together to achieve their personal investment objectives.

New clients accepted by referral only