Investment Advisor, FICB
Knowledge, Judgment, Understanding, Experience
My Philosophy
I believe in hard work and loyalty, both on a professional and personal basis.
Mission
My goal is to help individuals accumulate wealth, preserve it, and pass it along to their heirs to the best of my ability while providing unsurpassed service.
Services
- Wealth Management
- Risk Management
- Estate Planning*
*Services provided through Canaccord Financial Services Ltd.
Experience
My 15 years of trading for corporate Canada has given me a unique insight that I can draw upon to help individuals reap the best rewards on a risk adjusted basis. I have traded: Currency Swaps, Treasury Bills, Bankers Acceptances, Commercial Paper, Stocks, Government and Corporate Bonds.
Previous to joining Canaccord Capital I was a Senior Vice President of a prominent Canadian hedge fund company in Toronto which I co-founded and is doing well today.
With 31 years of experience in the Finance Industry I make things easy to understand in what can be a complicated jungle of investments and markets.
Who I Am
I grew up in Newfoundland and started my career with the CIBC when I was 16 and became an auditor for their Maritime Region when I was 18.
I quickly became aware of the emphasis people place on their hard earned money; a value I adopted and therefore treat my client's money as if it were my own.