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Investment Advisor
Investment Philosophy
"Financial planning and tax efficient investment strategies to protect capital, maximize returns, and achieve your objectives"
Investment Approach:
- Preservation of capital through the selection of quality investments, with a focus on achieving growth at a reasonable price
- Bottom-up and top-down investment style
- Maximize returns while minimizing risk through investment diversification and asset allocation
- Tax efficient investing
My 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
- Income Trusts
- Preferred Shares
- New Issues
- Private Placements
- Flow Through Investments - Tax Shelters
- Bonds, Debentures, GICs
- Mutual Funds
- Hedge Funds
- Indexes
Professional Experience & Activities
Professional Experience
Senior management positions in prominent,multinational and foreign corporations, and in the Canadian financial services industry.
Professional Activities
- Speaker at Seminars, Universities, radio shows, and Professional Associations on Economic, Investment, Tax and Financial Planning Strategies
- Member, Director, Founder and President - chambers of commerce, foreign trade, business and professional associations
Academic Achievements
- Investment Advisor with Canaccord Capital - member of the Investment Dealers Association
- Licensed Insurance Representative - Life Accident and Sickness Insurance
- Full Member of the Institute of Administration and Commerce
- Honours Bachelor of Commerce - Financial Management
- Bachelor of Commerce - majors in Economics and Business Economics
My Clients
- Retired individuals
- Individuals, couples, various generations of the same family
- Professionals: real estate brokers, medical practitioners, nurses, accountants, lawyers, engineers, teachers, human resource consultants, electricians, plumbers, and others.
- Business executives
- Business owners, Partnerships, Private and Public Companies
- Banks and Credit unions
- Charitable Organizations, Churches, Religious Orders
- Municipalities
- Insurance companies
- Pension Funds
- Estates
- Trusts
- Investment Clubs
Newsletters
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
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