Senior Investment Advisor, CIM, FCSI, CSA.

Through an understanding of each clients unique financial needs and objectives, and an extensive knowledge of the risks associated with market investments, I am able to effectively focus on wealth accumulation and preservation of capital.

With a financial planning foundation and an in-depth knowledge of risk management techniques, I provide clients with a customized approach to wealth management. By creating diversified portfolios, I strive to provide stable returns while maintaining an appropriate level of risk.

I believe in building a professional relationship with my clients, keeping them informed of market conditions and recommending changes designed to enhance the returns in their investment portfolio.

My clients are comprised of individuals with varying backgrounds and investment objectives. I deal with a broad range of clients, including those saving for retirement and those already enjoying the benefits of retirement. With my CSA designation, I am able to effectively accomodate the specific needs of my senior clients.  Business owners, professionals, entrepreneurs and other high net-worth individuals are also key components of my client base.

I strive to provide clients with sound, independent investment recommendations and value my ability to give my clients an exemplary level of contact and service.

My investment philosophy is to provide long term growth while managing risk. I assist clients in establishing the asset allocation mix most appropriate to their own circumstances. I offer a full range of services and investment options including:

Investment Products:

• No fee RRSP / RRIF
• Stocks/ Bonds/ Mutual Funds
• Wealth Management Programs
• Flow Through Investments
• Individual Pension Plans
• Income Trusts
• Fee based accounts

Financial Management Planning & Advisory Services:

• Retirement Planning
• Estate Planning
• Cash Flow Management
• Charitable Giving Programs

With over 18 years of banking experience and over 12 years of security industry education and experience, I believe I bring a conservative and knowledgeable approach to risk management in my client's investment portfolios.

Over the years I have completed the Canadian Investment Management (CIM) program and received the Fellow of Canadian Securities Investment (FSCI) designation in 1997. In 2006 I was awarded the title of Senior Investment Advisor from Canaccord Capital, and this year I aquired my Certified Senior Advisor designation (CSA).

In my spare time I enjoy golf in the summer and escaping on warm vacations in the winter. I have been married for 30 years and have three grown children who are all college educated and are now making their own way in the world.

Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital