What I do
I work one-on-one with my clients, assisting them in building and managing their investment portfolios.
My main areas of focus with clients are:
RRSP planning;
Tax-advantaged investments;
Large cap growth equities;
Fixed income investments.
Who I am
I have been an Investment Advisor with Canaccord for the past 11 years.
I have had the privilege to work with senior portfolio managers within our firm and through their mentoring, I have obtained a disciplined approach to investment selection and portfolio management.
What my clients can expect
I operate within each client's risk profile; an investment portfolio is structured which will achieve long-term growth without undue risk. As a result, both my clients and I sleep soundly at night.
I believe that my best client is the one who is fully informed. As a result, I have a strong commitment to client communication through a regular newsletter, regular workshops for clients on market updates and guest speakers.
What are the benefits to you
- You have a working relationship with a person who is committed to helping you build your portfolio and does care about your investment needs.
- You can take advantage of the track record that I have in helping clients meet their goals.
Newsletters
A quarterly report on wealth management from Canaccord Financial.