
I
work with my clients to create an investment strategy based on asset
allocation. Asset allocation means including various investment
styles and asset classes in your portfolio in order to minimize the
effects of market volatility and enhance potential return. Simply
put, it means making sure that all your eggs are not in one basket.
Once we have designed an asset allocation based on your
investment personality, your financial goals and time horizon and
your risk tolerance, we look at selecting individual investments for
you.
With
respect to socially responsible investing, I focus on companies that
are environmentally responsible, and those which demonstrate a
commitment to people. Such commitment may be evidenced in areas such
as harmonious labour relations, community involvement, charitable
donations and recognition of international human rights issues. I
also seek out companies which are women friendly. Using research
from a variety of sources, I can work with you to direct your
investment dollars to companies that are not only financially sound
but reflective of your social values.
As a Certified Financial Planner, I provide comprehensive
investment and financial planning advice, including risk management
through life and disability insurance. Many of my clients take a
holistic approach to their investments, integrating personal and
moral criteria into their financial decisions. Maximizing your
returns within the context of a socially responsible portfolio is
the challenge that faces you as an investor. I am committed to
meeting that challenge with you.
Sucheta
is an investment advisor and associate portfolio manager at Hampton
Securities Ltd. She has an LL.B. from Osgoode Hall Law School and is
qualified as a Certified Financial Planner (CFP). Sucheta is also a
graduate of the Canadian Securities Institute’s Professional
Financial Planning Program, a Certified Investment Manager (CIM) and
a Fellow of the Canadian Securities Institute (FCSI). She sits on
the Boards of the East End Community Health Centre, the Social
Investment Organization and Straight Goods.
Hampton
Securities is an independent brokerage firm, and a member of the
Investment Dealers Association (IDA), and the Canadian Investor
Protection Fund (CIPF). Hampton Securities is also a member of the
Toronto, Montreal and Boston Stock Exchanges.

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