Ghita helps clients achieve their financial goals with complete Wealth Management Solutions. Recognizing that each individual investor's profile is unique, Ghita analyzes and integrates basic financial components into a comprehensive Investment Policy Statement. This statement is an important document which clearly outlines the client's parameters and overall investment goals.
With over 20 years experience in the financial services industry, Ghita has developed many long-standing client relationships. Her extensive experience has helped clients plan for and adapt to changes in their financial lives.
Ghita has her Bachelor of Commerce (Finance Major) from the University of British Columbia. She has completed the Canadian Securities Course, has completed the Life License Qualification Program, and is a strong believer in continuing education.
Ghita believes that developing a trust with her clients can only be achieved through a disciplined, consistent approach to investing that is based on sound fundamentals. Ghita knows the importance of listening to clients and understanding their specific situation. Ultimately, Ghita strongly supports a conservative approach - the safety of clients capital is of prime importance.