Get Online Direct Access to Discretionary Portfolio Management

Share Article

Kelowna based Investment Advisor, Coreen T. Sol, CFA, has launched a new web service that provides direct access to Discretionary Portfolio Management with the launch of

Kelowna based Investment Advisor, Coreen T. Sol, CFA, has launched a new web service that provides direct access to Discretionary Portfolio Management with the launch of

Once an investor accumulates a critical investment level, standardized investment vehicles - such as mutual funds or ad hoc stock and bond accounts - offered by the majority of Investment Advisors in Kelowna, Vernon and Penticton, may not be flexible or transparent enough, particularly if the investor is highly taxed. Personalized Discretionary Portfolio Management offers several distinct advantages and is particularly suited to this group of investors.

Until now, Discretionary Portfolio Management was only available to the very wealthiest of investors in Kelowna, Vernon, and Penticton.

With the launch of, Discretionary Portfolio Management becomes completely accessible to investors. By setting up a profile with your unique user name and email, anyone can obtain a wide variety of in depth articles; links; and resources right from their home, office or on the road.

My Vision is to make Discretionary Portfolio Management directly available to Canadian investors who want a more effective way to manage their life savings and produce investment portfolio growth. On, investors can see the active Core Equity Basket selection process; stay up to date with real portfolio returns; access in depth advice and tools; and securely watch their own investment account grow.

My Mission is to:

  •     Manage discretionary portfolios focused on analytical models to target low volatility and consistent income
  •     Provide a transparent, flexible and low cost environment
  •     Commit to using resources, education, experience and ethical standards to research and evaluate the dynamic marketplace and consider each emerging investment opportunity
  •     Creatively approach each client individually

For Additional Information, contact:
    Coreen T Sol, CFA
    National Bank Financial
    Sol Investment Management Team

Coreen is a Fellow of the Canadian Securities Institute and a Chartered Financial Analyst. She has continued in this dynamic line of work since 1992 and thrives on both the analytical side of managing investment assets and comprehensive wealth management and the interpersonal side of forming long-term relationships with her clients and their families.

Coreen has been managing her Kelowna based investment practice under the unique discretionary investment platform at National Bank Financial since 2002. She enjoys an active philanthropic community life in Kelowna, B.C., focusing on her three children, the arts and the financial community.

Coreen T. Sol, CFA is an Investment Advisor and Portfolio Manager at National Bank Financial. “I have prepared this commentary to give you my thoughts on various investment alternatives and considerations which may be relevant to your portfolio. This commentary reflects my opinions alone, and may not reflect the views of National Bank Financial Group. In expressing these opinions, I bring my best judgment and professional experience from the perspective of someone who surveys a broad range of investments. Therefore, this report should be viewed as a reflection of my informed opinions rather than analyses produced by the Research Department of National Bank Financial.

The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. The information contained herein has been prepared by Coreen T. Sol, CFA, an investment advisor with National Bank Financial. National Bank Financial is an indirect wholly owned subsidiary of National Bank of Canada. The National Bank of Canada is a public company listed on the Toronto Stock Exchange. National Bank of Canada is a member of the Canadian Investor Protection Fund.


Share article on social media or email:

View article via:

Pdf Print

Contact Author

Coreen Sol
Visit website