Nancy is a licensed Portfolio Manager who is able to offer clients discretionary investment management services. Nancy has achieved advanced investment credentials including Canadian Investment Management and Fellowship of Canadian Securities Institute.
Nancy began her investment advisory career in 1992. Since then, she has built a reputation as a trusted investment expert. She is a regular contributor to the Globe and Mail online in her Ask an Adviser series. She was a past columnist with The National Post in FP Weekend where she answered readers' questions about the markets, investment strategies, and retirement planning. She is also a former host of, "The Portfolio Chef,” an investment radio talk show featured on Newstalk 1010 CFRB. She is the author of the investment book, "The Portfolio Chef”.
Throughout her media and advisory career, Nancy has helped clients through many different financial situations ranging from simple to complex. One common thread she has found is that sound advice that focuses on a disciplined and balanced approach always comes out ahead.
Nancy takes a very personal approach to each client relationship. She believes that understanding more of the person, and not just the investments you own is a key factor to helping you achieve financial success. By knowing you as a person, Nancy is able to create a suitable portfolio based on your objectives, investment style, tolerance for risk and life goals. This simple but powerful approach has helped Nancy build a successful practice, which includes clients who have worked with her for over 30 years, and multigenerational client-families.
*Profile image courtesy of Globe and Mail
