I have been servicing clients in the investment industry since 1996. I am a graduate of Queen's University with a B.A. (Hons) in Economics. I am also a CERTIFIED FINANCIAL PLANNER® professional as well as a Fellow of the Canadian Securities Institute (FCSI).
I firmly believe that my clients' interests are best served by taking a fully diversified portfolio approach to investing to take advantage of market volatility and enhance returns. I work closely with my clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is conservative and income-oriented, or looking for growth, I can design an investment strategy that best fits their needs.
The Importance of a Sound Investing Partnership
Many financial issues affect us all: saving for retirement, minimizing taxes, estate planning, setting aside funds for a major purchase or to finance a child's education. To reach your own financial objectives, you need to consider the challenges of building and preserving capital in today's increasingly complex market place.
I am committed to building a solid, lasting relationship with all my clients. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. I regularly review goals, strategy and portfolio performance with my clients.
Gina joined BMO Nesbitt Burns in 2001. She has completed the Canadian Securities Course required for her role and continues her professional development with additional coursework. Her work ethic and experience allow her to provide the best-of-class information and support to Doug's clients. Gina is a graduate of St. Lawrence College and is the mother of two wonderful daughters.