Investment Advisor

To enhance my clients' quality of life by providing comprehensive, personalized wealth management solutions with a high level of service, affording my clients the freedom and peace of mind to pursue their life passions.

While some advisors may be limited to proprietary products, Canaccord advisors can select from the entire universe of possibilities, enabling them to offer clients the best investments to satisfy their unique objectives. As an Investment Advisor with Canaccord, I am able to offer complementary investment products, reports, and brokerage services to all of my clients. My full service focus is driven from three core concepts:

• Following a well-structured, disciplined process.
• Applying a fully integrated approach by utilizing a team of specialists in financial planning and investment management.
• Dedication to communication and the building of strong trusting relationships.  

The focus of my business goes beyond simply investing assets. As an advisor, I am able to offer clients many synergistic relationships, thus freeing their time for what is most important to them. The ultimate goal is to enhance not just financial wealth, but quality of life for all of my clients. As a result, the services I provide are in line with the client's long term financial growth, and are tailored to their unique needs:

Financial Management and Advisory Services

• Investment Portfolio Management
• Retirement Planning: RRSP, RRIF, IPP
• Estate Planning
• Cash Flow Management
• Risk Management

I enjoy working with busy professionals, small to mid-sized businesses, and retired individuals.  My clients want wealth preservation, while achieving maximum long-term growth. I believe that a client should be informed to the level they wish to be.  As a result, I have a strong commitment to client communication. This is achieved through regular newsletters, workshops, seminars, e-mails, and traditional methods.

*The number one objective with all of my clients is transparency, and being comfortable with the level of risk they are exposed to.

A passionate sports enthusiast, I enjoy playing and watching many sports.  I also enjoy hiking and fishing with friends and family. Perfecting the art of fly fishing on some of the gorgeous Alberta and BC rivers is one of my current passions.

While obtaining my Bachelor of Financial Services degree from Mount Royal College, I gained experience by helping to grow my twin brother's small business from start-up.  That same entrepreneurial passion pulled me towards the financial services industry, as it was a great opportunity to provide a much needed service while helping people where they really need it. 

I have a commitment to education, and feel that one should constantly be acquiring knowledge. I am currently a member of the Calgary Chamber of Commerce,  writing my CFP licensing in June 08', and am an active candidate for the CFA Level 1.