I am committed to providing my private clients with superior, idea-driven wealth management strategies tailored to the financial goals of each unique individual.
My career in the financial service industry commenced after completing a Bachelor of Commerce degree, specializing in finance. After working at several financial institutions, I decided to pursue a career in the investment industry, and 2007 marks my 20th year as an investment advisor. I have acquired the knowledge and skills necessary to manage portfolios of all sizes and objectives. As a registered representative at Canaccord Capital since 1998, I have worked closely with retail clients, institutional accounts and investment managers alike.
Exceptional customer service is paramount in developing working relationships with clients. I am dedicated to keeping all of my clients well-informed through active communication via meetings, telephone conversations, and e-mail. I am available for meetings anywhere in the Golden Horseshoe, as well as cottage country during the summer months.
Investment review meetings are central to developing, maintaining and adjusting your portfolio to meet your financial goals. Whether it is growth, wealth protection, income generation or utilizing tax deferral opportunities, I will help you find investment products that will help you achieve your goals.
With the guidance of Canaccord Adams' award-winning research team I am always actively looking for new timely trading opportunities and initial public offerings/private placements of both businesses and funds. With business equity offerings I specifically look for businesses which possess great economic opprutunity in a growing marketplace. With fund offerings, I endeavor to match the objective of a fund to the objective of my clients. Additionally, I believe that the past performance of a fund manager is a good predictor of future success. In particular, the manager should have the ability to perform well regardless of market conditions.
I look forward to meeting with you and discussing how I can help you create a portfolio which suits your investment needs.
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
