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Emma Lourenco

Investment Advisor

Your vision of success will be central to how we will work together

Investment Approach

A cornerstone of investment planning is understanding the unique personal circumstances and financial goals of every individual. As an experienced Investment Advisor, I will help you preserve and grow your wealth. My portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps me with my objective of providing strong and stable growth of your assets in a wide range of market conditions. I deliver proactive and personal advice, working closely with you to make key decisions about your portfolio in line with your goals. 


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Tailored Service 

As my client, you can expect to receive: 

  • A Comprehensive investment plan
  • Recommendations on cash flow planning, debt repayment & Investment solutions
  • Wealth and Income Protection strategies
  • Regular review of investment plan & ongoing market updates
  • Detailed Analysis of company pension plans as applicable
  • Ongoing communication & support to help ensure you meet your goals
  • Continued Education to stay relevant and informed to best advise you 


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Offering A Unique Discovery Process

The innovative discovery tool I use will take you through some behavior questions so you can better know yourself and how you really make decisions. And when it's all done, a diagnostic using behavioural finance theory will take all of that information and tell us how you often behave, how we can work best with you and what the next steps are in creating your strategy - prioritized by what matters to you. A Wealth strategy that manages the important things like your retirement, your kid's education, your family cottage - not just your money. 

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ADDITIONAL CONTACT

Branch Office: (888) 850-7379
Branch Fax: (519) 570-7792

LANGUAGES

English

COMMUNITY INVOLVEMENT

Business and Professional Women - Member , Women in Capital Markets - Member

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

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    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    U.S. Fed delivers rate cuts and mixed signals

    U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

    One problem per visit?

    It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - Monster Inside

    A quick recap on developments unfolding over the last six months. Perhaps, it's true what they say: a bull market must climb a wall of worry.

    Current Perspectives

    Trumps, Tariffs and Trade Wars.

    Ask Money Talk - One big family plan

    Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

    Do you know someone who would benefit from my services?