My Business

I study the markets and provide clients and the public straightforward advice and solutions for their money.

My media work is an excellent research and preparation tool for my business that keeps me sharp and on top of current and emerging events and issues.  Being a media commentator forces me to come in to work early and to stay late; to read, to study, to think.  I then go on television and encapsulate it all in a brief, live interview.  This routine, in turn, helps me to manage your money.

My Clients

My clients are good, honest people who come from all walks of life, including the media and entertainment industry, legal, IT, small business owners, lottery winners and relatives of existing clients. Clients tend to be looking for the same thing: straightforward, sophisticated yet easily understood investment advice.  I do not have an account minimum.  I am mainly concerned with helping clients who are open to ideas and adaptable in reaching their goals.

Investment Philosophy

Known by the media and friends as The Wolf On Bay Street, I believe in occasionally going against the grain.  I tell it as I see it.  Like the lone wolf, I can think independently and go with a strategy that I feel strongly about.  This may mean going to cash, selling unprofitable positions, buying and selling options, and not getting caught up in the mania of the day.  I have high ethical standards and am open and honest with my clients about doing what is right for them and their family.

Myself

Being an investor for over 30 years, having worked in media for over 20 years and having been in business for over 20 years, I have tied two fascinating careers and two passions into one exciting and dynamic lifestyle.  Investing and broadcasting.  I wake up early, arrive first at the office and tend to be one of the last advisors to leave Bay Street each and every day.  Why?  Because I study the market in order to provide well-informed advice to my clients and to the public on television before and after the market is open.  I leverage my personal knowledge of business, the markets and my media commentary in order to best serve my clients. 

I am committed to my family, my clients and my colleagues. I understand first hand what it means to be a business owner, father, husband, provider and investor – not necessarily in that order.  When I review an investment idea I always ask myself:  Would I buy this for myself?  Would I buy this for my mother? 

I am a loyal advisor who is very passionate in helping clients make the right decisions. I always work in client’s best interests at heart.   I work in tandem with my longtime associate Jack Hardill.  Jack’s diligent manner provides a complimentary style and solid base for our successful team.  Jack is also an Infantry Officer with the Canadian Reserves.  He is disciplined, organized and effective, and is accustomed to looking out for others.

My Mission

With Associate Jack Hardill my mission is to provide in-depth, one-stop financial solutions for our clients.  This is achieved through the support of our other team members:

• Canaccord’s top rated Equity Research department
• Canaccord’s Advisory Go Desk 
• Estate Planning Department
• Bond Desk
• Financial Planning department
• Corporate Finance
• Retail and Institutional Trading Desk

Working together, my team and I manage money inside all forms of accounts including RRSPs, RESPs, TFSAs, Cash Accounts, Margin Accounts, Trust Accounts', Pledge Accounts and Corporate Accounts.  Instruments for investing include but are not limited to Stocks, Government Bonds, Municipal Bonds, Strip Bonds, Corporate Bonds, GIC's, Convertible Debentures, Preferred Shares, Preferred Securities, Call Options, Put Options, Foreign Exchange, Mutual Funds, Flow Through Shares, New Issues and IPOs. If you don’t know what some of these are, no problem.  I can sit down with you, explain it and work out what’s best for you.