I am committed to serve you in a spirit of trust and partnership. My personal pledge is to provide outstanding service to give my clients the independent advantage.
With 20 years of investment experience and a disciplined investment process, I have become the preferred partner for a select number of affluent individuals and families, helping them plan, manage, protect, grow and transfer their wealth.
Through research available through Canaccord Adams and with my own expertise, I continually bring you the best knowledge and information available in the marketplace. And I am pleased to keep you informed every step of the way.
I offer a personalized wealth management approach that focuses on long-term, consistent growth and preservation of capital. By focusing on the most appropriate investment alternatives, my team will ensure that your portfolio is customized to suit your financial needs at any stage of life.
I am pleased to help tailor your investments to your specific needs and goals, offering a wide range of services and products to my clients in Canada, U.S.A. and Europe, including:
- Portfolio Management
- Financial & Tax Planning
- Wealth Management
- Portfolio Hedging
- Retirement Planning
- Wealth Transfer
- Global Investments
- Capital Preservation
- Options Management
- Assessment and Consultation
With Canaccord's global approach I offer the following products:
- New Issues & IPOs
- Flow Through Shares
- Global Investments
- Hedge Funds
- Mutual Funds
- Retirement Products: Registered Retirement Savings Plans (RRSP), Registered Retirement Income Funds (RRIF), Registered Education Savings Plans (RESP)
- World wide equities, mutual funds, GICs, T-Bills, and Bonds (including Savings, Government and Corporate Bonds)
- Managed investment programs: Alliance Accounts, Independence Accounts, Azure Accounts
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
