My Business
My team and I strive to develop and preserve a financially independent lifestyle for our clients through disciplined wealth management. To achieve this, we deliver comprehensive personal financial opportunities based on our years of experience, industry knowledge and leadership. Our expertise encompasses most areas of personal finance and investing including: early retirement & severance situations, generating tax-efficient income, commuted pensions, stock options, strategic tax planning, estate planning and inheritances. Our disciplined team approach has consistently resulted in superior investment returns and unparalleled client service.
My Clients
With almost a decade of experience, I've been able to help people of all ages and stages of life who benefit through several market and economic cycles. My team and I are fortunate to have served individuals and corporations from across Canada and in the U.S. Our clients can expect accurate, timely reporting, regular contact, availability and most of all - our genuine, unwavering concern for their well-being.
Myself
Each of the financial professionals on our team performs a key role in the investment management process. I'm very fortunate to work as a junior partner to Wendy Strub, one of our area's more 'seasoned' Investment Advisors. I've earned my Professional Financial Planner (PFP) designation through the Canadian Securities Institute in Toronto.
For your benefit, our Advisor team is complemented by two very capable Executive Assistants who are securities licensed and between them, have 12 years experience in financial services.
Newsletters
A quarterly report on wealth management from Canaccord Financial.