Portfolio Manager & Investment Advisor
I am a Portfolio Manager who truly appreciates the opportunity to make a genuine and meaningful difference in the lives of the families I work with. When working collaboratively with my clients, I bring a solid perspective grounded on sound investment solutions based on my 17 years of experience, relevant education and extensive industry credentials, as well as an open and caring approach.
I am committed to providing relevant and impactful solutions for my clients now and into the future. I believe that tax-efficient income, portfolio protection and moderate growth are the most important virtues of a successful financial plan. With a seasoned understanding of the needs of professional individuals, small business owners and people who are approaching retirement, I offer actively managed wealth management programs composed of diversified solutions tailored to each client’s individual needs. In other words, I focus on and help you manage what matters most to you.
- Education & Credentials
I believe it’s important to be well-educated in the complex environment of the financial services to ensure I can offer the best advice to my clients. As such, I have achieved several industry specific designations and licensing that includes a Level II insurance† license as well as the Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), and Fellow of the Canadian Securities Institute (FCSI) designations. This means I provide my clients with a variety of investment and insurance solutions in the context of their big picture, or L.I.F.E. plan. I also have a Bachelor of Commerce degree with a specialty in Entrepreneurship from the University of Victoria, which not only helps me professionally, but also makes me acutely aware of the concerns of entrepreneurs in general – making it easy to work with other business owners.
- More about Vicki
When not advising our clients I spend my time at the ice arena helping out with my son’s hockey team. I started a competitive women’s volleyball league in Victoria, and I am active in operating and playing in the league. In the summer you will find my family and I out on our boat called the "Sea Link" enjoying what the west coast has to offer!
To contact Vicki directly you can call 250-412-3406 or email firstname.lastname@example.org