Investment Advisor
B. Comm, Finance
My Business
Investment Planning
Retirement Planning
Tax Shelters and Minimization
Stocks, Bonds, Mutual Funds
Long term Portfolio Growth
Corporate Planning and Implementation
Group RRSP's and Benefit Plans
My Clients
My typical client recognizes the crucial advantage of professional investment advice. I specialize in providing investment and retirement planning to affluent Canadians and professionals who seek a long-term financial plan. As well, I build a professional relationship to work towards my clients financial and investment goals.
My Self
I hold an Honours Bachelor of Commerce degree in Management Economics in Industry and Finance. My education has allowed me to acquire an in-depth look into Canadian investment planning and financial planning. I am heavily involved in the community, and love both golf and boating.