Senior Investment Advisor
Personalized investment advice and financial solutions
I can help tailor your investments to your specific needs and goals. Canaccord Capital is an independent full service investment dealer offering a wide range of services and products, including:
- Equities, mutual funds, fixed income investing and fee-based services
- Managed investment programs, including Canaccord's Alliance Program for personalized wealth management
- Investment Savings Account
- Quarterly portfolio reviews
- Registered Retirement Savings Plans (RRSPs)
- Registered Retirement Income Funds (RRIFs)
- Registered Education Savings Plan (RESP)
- Provincial/corporate bonds, savings bonds and treasury bills
My basic philosophy is to provide a holistic approach to wealth management. Together with other Canaccord staff specialists, my team provides financial, retirement, tax and estate planning services to protect your assets and preserve your capital.
My mandate is to act as your financial quarterback, developing a personal plan with you and coordinating the services of other experts, such as tax accountants, estate, and trust lawyers. Together with these professionals, I ensure that all of your wealth management needs are addressed and incorporated into your overall plan.
A proven track record you can count on
I bring over 10 years of investment experience to assist you in achieving your investment goals and objectives. Backed by Canaccord Capital, my training and personal experience enable me to offer you exceptional service and we strive to produce above average returns. My team attempts to add value through proactive portfolio recommendations, based on the concepts of Benjamin Graham and Warren Buffet, generally referred to as "value" investment. This methodology attempts to build wealth over the long term, while reducing risk.
I provide strategies that help my clients achieve their financial goals. Whether it is growing wealth, protecting wealth or transferring wealth, my clients receive personalized investment solutions to meet their financial priorities.
A relationship of trust
At Canaccord Capital, we understand the importance of your investments and savings. As your Investment Advisor, I am committed to earning your trust by acting in your best interest at all times.
Through a disciplined investment process and outstanding service, 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.
For personalized investment advice that can help you build a strong financial future, please contact us.