Investment Advisor
Vice President
Branch Manager
My Business
Commuted Pensions, Early Retirement, Severance's, Handling Inheritances, Fixed Income, Mutual Funds, Financial Planning, Strategic Retirement and Estate Planning, RRSP's, Tax Planning, and Canadian Stocks.
Investment Philosophy
Investment strategies are based on an individual's unique goals, objectives, risk tolerance, age, time frame for investing, and overall financial status. By carefully analyzing these factors, assets are then allocated to various asset classes such as cash/near cash (short term), fixed income (intermediate term), and equity/growth (long term.) Investing requires vision and the ability to tolerate both risk and success. By regularly reviewing clients' portfolios and maintaining open communication, a unique financial solution based on the client's situation can be established.
My Self
- Bachelor of Science in Engineering, Queens University
- P. Eng., Queens University
- Masters Public Administration, Queens University
- Management in the Human Services Program, Queen's University
- Canadian Securities License
- Professional Financial Planning Designation
- Branch Managers Qualifying Exam
- Partners, Directors, Officers Qualifying Exam