Investment Philosophy
"I believe that if you save regularly, invest wisely and are patient, financial security is attainable for everyone. I work closely with my clients to help them define, understand and attain their individual financial goals."
Background
With over 25 years of investment industry experience, of which 20+ years have been with Odlum Brown, Colette focuses on managing diversified portfolios of high-quality investments for her clients with a long-term view. She holds a Bachelor of Arts Degree from the University of Victoria. She is also passionate about ending diabetes and actively fundraises for HEADing to 2022, a grassroots initiative focused on raising funds for Canadian researchers.
Client Testimonials
I continue to have a very professional and satisfying investing experience with Colette. She is enthusiastic and knowledgeable about the money markets (which I am not!) and is readily available to discuss any facet of my investment profile. She is trustworthy, bright and a pleasure to do business with."
Dr. S. Claremont
Kelowna, BC
"My wife and I have dealt with Colette for 6 years, and she is our exclusive financial advisor. We have found that Colette is quick to inform us of opportunities that have been carefully researched and she knows would be a good match to our investment goals. We tend to hold on to what we acquire in the way of key investments, and the same is true in our relationship with Colette; we don’t intend on trading her for any other advisor!"
G. Veale
Kamloops, BC
"Our family has used Colette as a financial advisor for several years. She has definitely made a positive difference in our financial picture. We were very naïve before we met her and thus, did not use our money in the best way. It is nice to have someone we feel this confident in to ask questions of and to guide us in the world of finance and investments. Her input has affected many areas, from saving for our kid’s education, to investments, better choices for our mortgage and more effective savings for our retirement. The research and ideas she has told us about have allowed us to make some very wise choices. I would recommend Colette, to anyone wanting a trustworthy financial advisor and to help them along the road to a better financial future."
B. J. Miehling
Kamloops, BC
Please feel free to contact me for more information.