My Investment Philosophy

My business differentiates itself from other Investment Advisors in two distinct ways that provide my clients with a competitive advantage. Preservation and growth of wealth is the investment approach that I provide to all my clients. I provide suitable investment products for my clients through third party portfolio managers found within the Complete Canaccord Program as well as external top ranked managers and funds. The strategic advantage I can offer my clients is access to resource industry based contacts that other Investment Advisors do not.  This provides them with excellent speculative ideas for capital appreciation.

My Goal

As an Investment Advisor, I strive to provide ethical and appropriate investment advice to individuals and companies with a prudent and professional approach.  I am committed to providing excellent investment advice supported by institutional based research and continuing education.  Equally as important though is to thoroughly understand the goals of every client and customizing an investment plan that accomplishes their financial goals.

Myself

I believe that education is the foundation to providing the best possible investment advice. I received an Honours Degree from Wilfrid Laurier University and  have completed various industry courses including the Wealth Management Essentials.  As well, I worked in sales for the Toronto Argonauts and within the sports industry for five years. This gave me excellent preparation for building and maintaining successful working relationships.

I am an avid sports fan involved in golf, squash, football, basketball, skiing and physical fitness.