Senior Investment Advisor, BSc, MBA
A Team Approach
My Mission
To identify your unique financial goals, determine the appropriate strategy to help you realize them, and provide personalized support along the way.
My Philosophy
Effective wealth management requires clear information, experienced professional advice, and a systematic, objective approach to be successful. I believe having a dedicated team of specialists gives my clients the excellent service and peace of mind that comes from knowing they are on a clear path to achieving their goals.
About Eric
Eric Mennell, BSc, MBA. Since 1987, Eric has actively advised individual investors with a particular emphasis on after-tax returns. He creates effective financial plans by asking experienced questions and listening. He ensures his clients secure the appropriate tax, portfolio management and estate planning advice necessary to implement their plan, and regularly reviews with clients the progress of their plans. For organizations, He structures fund raising for both private and public companies including going-public transactions.
Our Team Provides Expertise in Four Specific Areas
- Capital Raising: Including specific applications of the Capital Pool Company (CPC) program of the TSX-V
- Segregated Managed Accounts: Your portfolio, professionally managed
- Investment Trading Accounts: Including access to IPO's, Private Placements and Secondary offerings. We also offer cost effective fee-based accounts ( no commissions ).
- Estate and Tax Planning: Insurance and access to International Tax Planning.
Eric's Team
Tricia Webb is an Investment Advisor with Canaccord Capital in Toronto. Tricia has worked in the securities industry since 1998, with experience in discretionary portfolio management, convertible hedging strategies, offshore investments and private placements. Tricia specializes in structuring professionally managed segregated accounts for our clients.
Paula Phelps is an integral part of our service team co-ordinating administration, communications and client response. Paula is a licensed Investment Advisor.
In summary, we believe that focusing on your needs means:
- Provide a clearly developed strategy
- Implement with the application of specialists
- Review and monitor regularly to ensure fit and comfort for you the investor
We look forward to providing strategic and efficient solutions for your wealth management needs. Please call us today to arrange a confidential initial consultation.