Investment Advisor
Philosophy
The world of investing is in constant change, especially during the past years. We are inundated with information and opinions of all kinds. My approach is to help you understand the different investment vehicles at your disposal for your asset management as well as fiscal, estate and financial planning. Together we will build a detailed asset management plan based on your personal objectives. This document will allow you to understand what you can expect from me.
Profile
I obtained a Bachelor of Finance degree in 1994 and have been working as an Investment Advisor since then. I can advise you on a multitude of investments from stocks and bonds to option strategies and other investment products.
Already have an Investment Advisor?
Most people already have an Investment Advisor who helps them achieve their financial objectives. I am available to offer you a second opinion at your convenience. You can also contact me to receive the document entitled: Five Steps to Portfolio Management.
"Risk comes from not knowing what you're doing" -Warren Buffet
"Everybody remembers the dark side of the 1987 crash, but they tend to forget what a great buying opportunity it was" -Graham Hooper
Newsletters
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
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