Elizabeth brings a wealth of expertise and knowledge to her role as an Investment Advisor for clients across cottage country. Her early career with several prominent mutual fund companies brought her to the attention of RBC Dominion Securities where she rose to the level of Vice President and Director. Her highly influential mutual fund "recommended list” guided a generation of investors across the country and is considered industry standard to this day.
In 2006 Elizabeth brought the investment expertise she honed on Bay Street back home to cottage country. She now helps affluent business people, professionals and early retirees throughout cottage country protect, and enhance, the fruits of their labours.
Whether you are looking for a full time, full service financial advisor or seeking expert financial advice as a second opinion, call Elizabeth. With offices in Haliburton, Huntsville and Bracebridge, Elizabeth works closely with clients in cottage country from the lakes and surrounding towns, including Bancroft, Minden, Gravenhurst and Port Carling.
|Elizabeth's Investment Philosophy
Small business owners and professionals living and working in cottage country, as well as those who choose to retire to the cottage, have a lot in common. Our successes required thought and planning and hard work using proven processes. Those same lessons are what is required to safeguard our financial future.
"Financial planning and investing is a discipline that requires diligent thought and planning using proven processes and effective oversight. My purpose is to help each client achieve his or her financial goals, by helping them prepare, plan and invest accordingly. My greatest strength is my desire and ability to simplify the complexities of the financial markets for all my clients."
Your Cottage Country Investment Advisor