My Business

• RRSPs
• RRIFs
• RESPs
• TFSAs
• Stocks
• Bonds
• Mutual Funds
• T-Bills & GICs
• Insurance, life and disability*
• Retirement & Estate Planning*

*Offered through Canaccord Estate Planning Services Ltd.

My Clients

I work with clients from all walks of life and different ages. The majority of my clients are professionals and business owners. They are looking for growth in their portfolios, regardless of economic conditions, and want to maximize returns given their individual tolerance for risk. They seek the customized strategies that I provide to help them reach their financial goals.

Investment Philosophy

I take a "big picture" view of my client's needs and financial goals. This includes the client's income needs and tolerance for risk and return expecatations. I then devise customized portfolio solutions which maximize returns and minimize risk based on their individual needs. Through close contact with the client I keep them aware of market changes and opportunities. Spending a considerable amount of time researching investment opportunities enables me to provide a "forward looking" investment strategy for my clients.

Myself

My family and I live in Surrey. In my spare time I enjoy camping and hiking. My wife and I enjoy playing volleyball and golf. We also enjoy travelling.

After graduating from Brock University (Hons. B.A. - Political Science) and completing my Masters at the University of Toronto (M.A. - Politial Science), I entered the financial services industry in 1994. I have completed the Professional Financial Planning course (PFP) and hold the Financial Management Advisor designation (FMA). I am also a Fellow of the Canadian Securities Institute (FCSI), a designation reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsements from their peers and superiors.

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Wealth Focus

A quarterly report on wealth management from Canaccord Financial.