Investment Advisor, B.A.
What I offer you
Providing independent financial advice unrestricted by propriety products enables me to select the best investments available for you in the marketplace. This can result in lower fees and better returns for your portfolio as you receive the best investment available for you. From common and preferred shares, to fixed income, to mutual funds, to money market investments, to tax planning, I can offer you the full spectrum of products and services to meet your financial needs.
What my clients receive
My clients receive knowledgeable, pragmatic and proactive investment advice matching the appropriate financial solution to your investment objectives. My clients also receive clear, concise, and timely portfolio updates and prompt professional responses to any inquiries.
How my Investment Philosophy benefits you
I believe that diversification protects my client's portfolios from market gyrations and economic fluctuations. A balanced and diversified portfolio provides a solid foundation and also enables you the freedom and comfort to speculate, if you choose, on higher risk opportunities that meet with your investment objectives.
Why you should allow me to manage your investments
Matching your investment needs with the very best product and service means you receive the best results to achieve your financial goals. As an independent investment advisor, I have the flexibility to select the best investments for you available in the marketplace. While the objectivity of some advisors may be limited to proprietary products, I can present you with choices and options from all investment possibilities. For example I can select a fund with lower management fees and higher previous returns for your portfolio than can be usually be achieved with a propriety product.
What I deliver for you
Protecting and increasing your investment portfolio, expediting your requests, promptly replying to inquires and consistently updating you on your portfolio's performance are my business objectives which I work to ensure are delivered to your satisfaction.
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Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
