BSc. MEd.
Investment Advisor
My Business
As an Investment Advisor, I offer consultation on a full range of investment products and services. My business focuses on building strategic portfolios in registered plans i.e. RSP's, RESP's and RRIF's, executing wealth management and tax advantaged strategies for the principals of small and mid-cap businesses, and providing clients opportunities to participate in primary and secondary product offerings as they come to market.
My Clients
My clients appreciate collaborative execution of solid investment planning strategies lead by an investment professional. They understand the value of long-term portfolio building both inside and outside registered plans, while many also desire the opportunity to participate in junior and mid-cap equity issues and alternative strategies.
My Self
Prior to becoming an Investment Advisor, I spent over 15 years in business development and corporate marketing, and lead corporate finance initiatives as a senior executive of a private company overseeing private placement and public sector financing strategies.
I am married with two sons, both active in academic and athletic endeavours. I enjoy coaching and supporting them, and look forward to golf, exercise and biking.
I also enjoy writing investment articles for various media and organizations, as well as public speaking.
Newsletters
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
