My Mission
As a member of an independent financial services firm, I am committed to serving my clients in a spirit of trust and partnership. This is accomplished by:
- Putting clients' interests first
- Competent, unbiased advice
- Innovative financial solutions
Investment Philosophy
My investment philosophy is to have a complete understanding of each client's unique financial situation, share in their vision and commit to realizing it through continuous analysis, monitoring and review.
Services
Planning:
- Retirement
- Insurance
- Estate
- Business Succession
Products:
- Stocks
- Mutual Funds
- Professional Managed Accounts
- Labour Sponsored Funds
- Limited Partnerships
- Options
- Hedge Funds
- Initial Public Offerings
- Private Placements
- High Interest Savings Accounts
Additional services
About Me
I am a graduate of International Business at Ohio State University where I completed a four year tennis scholarship. I still love the game and am a volunteer for the Philpott Foundation, a charitable organization that brings the game and values of tennis to less fortunate children in the city of Toronto.
My Team
Murray Wright, TEB
Life Insurance Specialist
Insurance plays an important role in the preservation of your wealth. It can help you leave a lasting legacy for your family or other beneficiaries of your estate. As an insurance representative, my colleague Murray Wright at Canaccord Estate Planning Services Ltd. has access to the products of Canada's leading insurance companies.
Estate planning not only deals with wealth accumulation, but just as importantly, it deals with providing the most cost effective and tax effective options of preserving and eventually transferring your estate. My estate planning team will do a complete review of your personal or corporate situation to develop an estate or business succession plan that is right for you.