Investment Advisor (B. Comm.)
My Business
I partner with individual clients to provide customized financial strategies, based on sound investment principles, to meet their overall financial goals.
My Clients
Today's clients are more informed than ever. They have greater choices and more competitive options. They need to know what their advisor can "bring to the table", and what they can expect from a working relationship.
My value is in providing to each client a positive experience at every stage of the investment consultation process, and delivering to them a world class service.
Investment Philosophy
While investment strategies differ among clients, in order to answer their unique needs, my overall philosophy remains the same.
I believe that clients should know why they own specific assets in their portfolios and how these assets fit into the overall strategy.
Capital preservation is my chief concern. A proper asset allocation strategy combined with regular portfolio rebalancing is the key to protecting wealth.
About Me
I was born in 1962 and have been employed in the financial services industry for 21 years. I have a B. Comm. from Concordia University (1985), Major in Accountancy. My main interests are reading, golf, and traveling.
My Mission
As a member of an independent financial services team, I am committed to serving my clients in a spirit of trust and partnership. It is a commitment and a philosophy that provides my clients with the Independent Advantage:
- Client's interest always comes first
- Sound, unbiased advice
- Innovative financial solutions