Branch Manager
My Business
Stocks, Bonds, Futures, Options, Mutual Funds, GICs, Tax Shelters, Private Placements, RRSPs, RRIFs, RESPs, RESPs, Life Insurance, Sickness & Disability, Group Plans
Specialties: Financial, Retirement & Estate Planning, Small Business Consultant, Junior Capital Pools
My Clients
Investment strategies are based on an individual's unique goals, objectives, experience, risk tolerance, age, time frame for investing, and overall financial status. Clients are educated in making investment choices whatever their objectives, so extensive time is spent ensuring that various publications are read and courses followed. My investors are assisted in reviewing strategies that use combinations of market timing and fundamental analysis. Retirement and Estate Planning involve strategies that incorporate risk reduction, asset safeguards and TAX REDUCTION.
Education with a focus on financial planning is a must.
My Self
- BSc.(agr) - Guelph University (1979) - Economics Minor
- Canadian Securities Licence, Province of BC
- Options Licence
I speak and write French
Service Clubs:
Campbell River Afternoon Rotary Club
Campbell River Lions Club
Campbell River Networking Association
Hobbies:
Sailor, Commercial Pilot, Fly-fisherman, Bagpipe Teacher, Golfer
Electronics, Computers, etc.
FAMILY MAN
Newsletters:
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
