Wealth Management Team
Along with her fellow team member Julian Ricci, Bonnie deploys two core strategies, depending on client circumstances and objectives. For clients that carry personal debt but also have a long-term earning horizon, a carefully calibrated leveraged investment strategy is deployed, where suitable. This strategy reduces debt, increases investable capital and, over time, replaces non-tax deductible mortgage payments with tax deductible loan payments. For clients that have adequate investable capital and focussed primarily on investment returns an asset allocation strategy is deployed that puts an emphasis on nimble shifts in asset mix, backed up by healthy cash reserves.