Our Team
Deborah’s 25 years of experience in the investment industry has resulted in her having a greater understanding of an investor’s needs and their tolerance to volatility, which allows her the ability to effectively guide investors through the ups and downs of today’s markets.
She has successfully guided investors through many market cycles by ensuring that her clients are invested in a balance of suitable products. Determining the appropriate blend of investments that focus on preserving capital, generating income, or providing growth is key to finding a client’s comfort level.
The greatest threat to long-term investing is selling growth-oriented investments during turbulent markets. History has proven that selling an investment with the expectation of purchasing it later (market timing) is not a successful investment strategy. An experienced financial advisor will ensure that the investor does not sabotage their long-term goals, and this starts with having a thorough understanding of the investor, such as past experiences, current investment knowledge, family situation, health concerns, and financial goals, both short and long-term.
Preparing an investor for volatility helps the investor ride out the emotional roller coaster that one can experience during a market correction. Effective communication with the investor is essential to ensure that investment decisions are based on logic rather than emotion.
A financial advisor who has experience guiding investors through these market corrections is an invaluable asset to achieving one’s financial goals.
Don’t take chances with your financial success, because experience truly does matter!
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
