Investment and Insurance Advisor
My Business
To create, implement and review investment strategies based on clients current situation while keeping focused on longer term goals and objectives. Through the use of individual equities, bonds, mutual funds and other structured products, I can develop portfolios to meet stated objectives. I also look at strategies to minimize taxes and how to effectively transfer accumulated wealth to children and grandchildren.
My Clients
Generally my clients are multigenerational. Therefore, they range from asset gatherers to those receiving income from current investments. Each individual has unique circumstances and goals and it is my priority to ensure goals are met. Most clients have multiple products including RRSP's, RESP's, non-registered investments and insurance protection.
My Self
As a person my clients trust to manage their financial futures, there requires a commitment to education and professional development. After attending the College of New Caledonia and Simon Fraser University, I have continued to acquire knowledge of the financial industry since I started in1994.
In my spare time I take full advantage of the great outdoors the north provides it's residents. It's the outdoors which allows me the opportunity to spend quality time with family and friends.
Newsletters
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
