For more than 25 years, Rowena has been dedicated to her clients by developing strategies to invest, manage and transfer wealth. She takes much pleasure and interest in getting to know her clients’ life stories and advocates for them. She counts herself fortunate to get the opportunity to guide her clients financial goals through the financial transformations in life. Rowena has steered her clients through all kinds of stock market changes and is a seasoned advisor. She believes in relating to each client with their set of challenges and long-term investments goals. She aims to clearly communicate clients’ investment process in common language. Rowena cares about her clients and enjoys getting to know each one.
She spends her time riding her bike with friends, going on adventure cycling trips and other far flung vacations, reading, watching documentaries, writing poetry, engaging in philanthropy activities, hiking, taking care of her rescue dogs, and spending much time with family and friends.