Coreen T. Sol, CFA on Our Okanagan:

Financial markets offer enormous growth potential…but markets are complex and opportunity analysis takes a great deal of time and effort. That is why a growing number of investors are delegating the daily management of their investments to a professional portfolio manager.

• Guard your interests;
• Make decisions on your behalf based on your pre-established Investment Policy Statement;
• Report to you regularly on the performance of your investments.

“This is called Discretionary Portfolio Management and it features a number of advantages”

Mutual Funds have a use limited to individuals with limited investment capital. Given the high fees, lack of transparency and inherent capital gain issues, they should be used with caution and only if no other options are available.

There is a market niche in Canada that savvy investors are becoming aware of. You can have direct access to your portfolio manager; an investment structure tailored specifically to your needs; hold securities directly; and participate in bulk trades with as little as $200,000 of investable family assets.

“My expertise lies in analyzing the data of companies who are profitable from a quantitative and fundamental basis” Our Okanagan is a quick and easy-to-use search tool that lets you discover and celebrate what the Okanagan Valley has to offer. Check out all the businesses, services, products, promotions and sales our beautiful valley has to offer!