Investment Advisor
Business Philosophy
I believe that wealth is not an end unto itself, but is rather a means to an end. It is a tool for providing for yourself, your family, and other causes that are important to you. My mission is to understand your priorities, your goals, and your dreams, and to provide and implement a plan to help you to utilize your resources to achieve them.
Business Process
While each client is different, the proven process I use is consistant:
- Listen to you to understand your financial needs, wants, and fears.
- Analyze your current financial circumstances.
- Provide a comprehensive review of your current investments.
- Develop and implement a personalized portfolio strategy.
- Provide ongoing monitoring and regular portfolio reviews.
Investment Philosophy
Wealth is preserved and grown by investing in a diversified portfolio of high quality investments, usually held for a long period of time. With access to a wide range of high quality bonds, blue chip stocks, proven mutual funds, and innovative insurance solutions, I customize each client's portfolio to suit their unique individual circumstances. I then maintain regular contact to ensure that the portfolio continues to reflect their circumstances as they change over the years.
My Clients
Typically, my clients:
- Value superior service, professional financial advice, and an ongoing business relationship.
- Invest for long-term prosperity rather than short-term windfalls.
- Want an advisor who will tell them what they need to hear, not just what they want to hear.
- Like the opportunity to understand their investment holdings and to know why they own them.
- Appreciate the savings of RRSP and RRIF accounts with no annual administration fees.
- Want access to the wealth management and research resources of Canaccord Capital, Canada's leading independent full-service investment dealer.
Personal Background
I graduated from Wilfrid Laurier University in 1988 with an Honours Bachelor of Arts (History) and an Option in Business Admistration. I worked in progressively senior positions with a major Canadian bank for more than 14 years, and have been a full-service investment advisor since 2002.
My wife and I and our three teenagers are happy to call London our home.