Investment Advisor
Mission Statement
Financial planning and tax efficient investment strategies to protect capital, maximize returns, and achieve your objectives.
My Background
I have an entrepreneurial background having built up a small travel agency chain in eastern Ontario from 1971 to 1995. I managed a staff of twenty four agents in up to six locations.
For nearly a quarter century I managed people, time and money which helped provide me with the tools I needed in order to supply my private clients with expert financial services over the past ten years.
Investment Approach
- Preservation of capital through the selection of quality investments, with focus on achieving growth at a reasonable price
- Maximize returns while minimizing risk via investment diversification and asset allocation
- Tax efficient investing
About Me
I studied Computer Science and Economics at the University of Western Ontario along with two film credits from Ryerson University. I have also taken numerous industry courses as well as completing my Executive Marketing Management course at Western School of Business.
I started my financial career in 1997 and spent two years as a commodity broker.
I then joined C.M. Oliver in 1999 which was bought out by Canaccord Capital later that year. While at Canaccord I made the switch to Investment Advise and Financial Planning.
Business & Services
Financial Management Planning and Advisory Services
- Investment Portfolio Management
- Retirement Planning
- Business Succession Planning
- Estate Planning
- Cash Flow Management
- Risk Management
Investments
- Stocks
- Options
- Income Trusts
- Preferred Shares
- New Issues
- Private Placements
- Flow Through Investments - Tax Shelters
- Bonds, Debentures, GICs
- Mutual Funds
- Hedge Funds
- Indexes