Investment Advisor

The key to a good business relationship is to believe in consistent and dependable communication. With guidance my clients gain the knowledge and understanding of the industry and continue to grow their wealth throughout their life time.

I pride myself on creating and building long lasting relationships with my clients. I work to ensure their understanding of their investments. Some client services include:

• Monthly Income Portfolios, Investment Planning and Severance Planning.
• RRSPs, RESPs, Stock Options, Government and Corporate Bonds in addition to Mutual Funds
• My expertise is in Retirement Planning, Portfolio Management, Tax Efficient Income, Estate Planning and Corporate Advising.

In building a client's portfolio it is important to remember that no two clients are the same and therefore no two portfolios are the same. I believe that each portfolio is unique to the individual's needs and I will work closely with you to customize your needs.

My priority is to create and maintain a positive and lasting rapport with my clients while developing their assets. With my experience and expertise in the industry I feel that I am able to relate to my client's goals. Through proactive communication (regular updates, recommendations and contact) I will help you to understand your investments and the industry. Through the knowledge that I provide I will help you to comfortably invest your money and bring you peace of mind.

• 12 years of experience in the financial industry
• Received a BBA from Wilfred Laurier University in Business, and MBA from York University in Corporate Finance and my CFA (Charter Financial Analyst) designation.
• Established a career in wealth management and enjoy growing with the clients to provide them with assistance during the various stages in their lives.
• Volunteer for The United Way, I assist with fundraising for charities and have coached various sports teams within the area.
  

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