My Business
Stocks, Bonds, Futures, Options, Mutual Funds, GICs, Tax Shelters, Private Placements, RRSPs, RRIFs, RESPs, RESPs, Life Insurance, Sickness & Disability, Group Plans
Specialties: Financial, Retirement & Estate Planning, Financial Planning for Small Business, Junior Capital Pools
My Clients
Investment strategies are based on an individual's unique goals, objectives, experience, risk tolerance, age, time frame for investing, and overall financial status. Clients are educated in making investment choices whatever their objectives, so extensive time is spent ensuring that various publications are read and courses followed. My investors are assisted in reviewing strategies that use combinations of market timing and fundamental analysis. Retirement and Estate Planning involve strategies that incorporate risk reduction, asset safeguards and TAX REDUCTION.
Education with a focus on financial planning is a must.
My Self
BSc.(agr) - Guelph University (1979) - Economics Minor
Canadian Securities Licence, Province of BC
Options Licence
I speak and write French
Service Clubs:
Campbell River Afternoon Rotary Club
Campbell River Lions Club
Campbell River Networking Association
Hobbies:
Sailor, Commercial Pilot, Fly-fisherman, Bagpipe Teacher, Golfer Electronics, Computers, etc.
FAMILY MAN