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
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.
On a personal note …
Wilma is a graduate of Mount Allison University in Sackville, New Brunswick where she earned her B.A. in English and Economics. She lives in Riverview with her husband, Ken and has two children, Jennifer & Tim. She is a member of the Rotary Club of Moncton, and a member of the Canadian Federation of University Women/Moncton. Wilma finds the time to be involved in the community and has volunteered in various capacities for the Greater Moncton Chamber of Commerce, YWCA,YMCA and Moncton Community Police Volunteer Services. When her children were growing up, she was actively involved in fundraisers for their schools and sports groups.
Wilma’s personal interests include gardening and running. She has completed three half marathons and one full marathon.
For more information or to arrange a review of your portfolio, contact Wilma today.
