Investment Advisor
Service . Integrity . Accountability
My mission is to give my clients a sense of confidence and peace of mind regarding their financial future by providing investment strategies and solutions for all their Wealth Management needs.
Services include:
- Advice, Information, Resources and Products for Retirement Savings Plans
- Tax Saving Strategies
- Education Savings Plans
- Estate Planning and Insurance Solutions are also available through our association with Canaccord Financial Services.
My Clients
My clients are business owners, professionals and individuals who are saving for their retirement and building wealth for the future. I specialize in working with investors who want a comfortable and worry free retirement. My clients may be in the midst of accumulating wealth, preserving wealth or transferring wealth to their next generation.
My clients benefit from a high level of professional customer service and my business continues to grow with client referrals.
My Business
Asset Allocation and Diversification
I believe that the key to successful investing is the allocation and diversification of assets (cash, stocks and bonds) in your portfolio. By modifying the mix of assets, investors have the opportunity to improve their portfolio returns while keeping risk at a comfortable level. By working closely with my clients, I am able to recommend changes to the portfolio asset allocation as market or personal circumstances change.
Special Products
- Alliance Program - personalized professional Wealth Management Program customized to each client's specific goals and objectives.
- Azure Accounts - fee-based brokerage account. Azure provides a freedom of choice for my clients; negotiated fees and independent investment advice.
- Capital Markets - opportunities to participate in primary and secondary equity financings at the junior and mid-cap level.
My Self
I have over 13 years of investment industry experience. In addition to being licensed as an Investment Advisor, I have also completed the Canadian Securities Institute Professional Financial Planning course.
I am proud to be a race director for the Harvest ½ Marathon, which raises funds for the Tracey Flagg Memorial Fund to support Brain Cancer Research. (Alberta Cancer Foundation)
Newsletters
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
