My Clients
I work closely with my clients to determine their individual investment goals. Together, we complete an Investment Questionnaire, as the basis for an Investment Policy Statement. We prepare a Personal Financial Plan, which is updated annually. Portfolios are reviewed as needed to ensure continuing progress towards our objectives.
My Business
I place a very high value on personal integrity. It means being straight with my clients. I focus on establishing trust with my clients by developing an understanding of their needs and by providing prudent investment advice tailored to their long-range investment objectives. I am committed to bringing added value to each and every transaction. My view of wealth accumulation is based on a long-term buy-and-hold philosophy. This approach is successful because, outside of registered plans, deferring capital gains and emphasizing dividend income meet the objective of building wealth. I am a strong proponent of common stock ownership.
My Self
I am a graduate of the University of Victoria. In my work, I rely on 20 years experience as a Certified Financial Planner (CFP). I earned this designation and completed the Canadian Securities course during my 22 years with a major international trust company where I specialized in Estate and Trust administration and investment management. I earned the Canadian Investment Manager (CIM) designation after becoming an Investment Advisor in 1994. I joined Canaccord Wealth Management in 2004.