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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: (519) 725-1214
Branch Fax: (519) 725-5806

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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