Investment Advisor, FCSI, Level II Insurance

I assist Investors and their families by tailoring individual investment solutions to address their various needs and goals.  I provide strategies and opportunities to help my clients avoid many common investment mistakes that could jeopardize these goals.  Whether it is growing, protecting or transferring wealth to future generations, my objective is to make sure my clients receive personalized investment and wealth management solutions for all the stages of their life and estate planning needs.

My clients are business owners, business professionals, working couples,
pre-retirees, retirees and working women. I work with our Estate Planner/Insurance Specialist to help business owners and professionals develop tax saving strategies and retirement options.  My clients have many different options to satisfy their investment needs - individually tailored stock portfolios, managed money from some of the top portfolio strategists through our Alliance  program, personalized, diversified portfolios with SEI, annuities, insurance, a wide range of mutual funds & fixed income.

I do not believe in a "cookie cutter" approach to investing for my clients.  We sit down and go over what they wish to accomplish, how comfortable they are with risk, and their investment time horizon.  We look at their overall investment picture - what they are currently invested in - and tailor solutions that match their needs.   I conduct semi-annual consultations for clients to make sure investment goals are being met and assist my clients in life altering events such as divorce, illness or a death.

I have over 16 years experience as an Investment Advisor and over 7 years experience as an Insurance Advisor. In addition, I have earned the FCSI designation (Fellow of the Canadian Securities Institute).  FCSIs are required to adhere to the FCSI Code of Ethics - based on the principles of trust, integrity and honesty - this code puts clients' interests above all.  As a member of an Independent financial services firm, I have the "Independent Advantage" - unbiased advice and innovative financial solutions. 

In my spare time I play golf, play bridge, travel and spend time with my daughter, grandchildren and my  dog, Chloe. 

My Mission

As my clients' Investment Advisor I give them the freedom, security and peace of mind that comes with working as a partner with a professional.  I make sure I keep in contact with all of my clients and never forget who I am working for.

Canaccord offers many informative Investor events and I conduct ongoing educational seminars on such topics as - e.g. "Women & Investing" - "Creating Retirement Income".  If you would like invitations to any upcoming events, please feel free to call or e-mail me.  I also offer complimentary reviews of your current investment portfolios.

Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital