Experience
A little experience goes a long way. I began my career in 1983, helping clients to understand and invest in securities. I have traded stocks, bonds, options, commodities, mutual funds and more. Helping clients understand financial markets and making investments work for them has been very fulfilling for me. Mapping out and implementing a financial plan is a joumey that I have enjoyed with many families.
Clients
My clients are people who are investing for retirement and building wealth for future generations. They have two important things in common; they make investment plans and seek knowledgeable advice. Many of my new clients are sons, daughters, family and friends of clients that I have already worked with.
Philosophy
My clients want to own assets that have value. I help them to find that value in companies and investments. Building dividend income is important. It's better to understand a few investments well, than to know a little about many. I bring discipline to the investment process, building portfolios that we can track and manage.
Personal
I grew up on a dairy farm in Alberta. The farm was my door to free enterprise and the beginning of my education in business and economics. Farms are also about family and neighbours and I have an appreciation for both. I like to get to know people, what they are about and what they are trying to do.
My Mission
My mission is to help my clients understand their investments, plan for their future, and invest to reach their goals.