Investment Advisor, CIM, FCSI
Mission Statement
My mission is to determine your short and long-term financial goals as well as develop an appropriate investment strategy that will allow you to attain those goals.
Investment Philosophy
I believe that, even though I have the tools and experience to advise my clients' regarding the best way to deploy their capital, it is still their money. My philosophy incorporates their goals and desires into a comprehensive and professional investment strategy that is predicated on the dynamic and changing global economic landscape.
My Services
- Professional Financial Planning
- Tax & Estate Planning
- Cash Flow Management
- Technical Analysis
- Risk Management
- Individual Pension Plans (IPPs)
Investment Products
With Canaccord Capital being Canada's leading independent investment dealer, I have access to a virtually unlimited array of financial products. After a thorough review of your financial situation and goals, I will recommend an appropriate investment strategy for you and your family.
Depending on your goals and interests, these strategies may include:
- Risk Management Using Options strategies
- Tactical Asset Management
- Dynamic Trading Strategies
- Tax Deferral Strategies
- Professional Portfolio Construction
About Me
I graduated from York University with a Double Honors Major in History and Philosophy. I hold the Canadian Investment Manager (CIM) designation and am a Fellow of the Canadian Securities Institute (FCSI).
I have lived most of my life here in Canada with a few years spent in the Rocky Mountains north of Denver, Colorado. I consider myself a good cook. I grew up playing hockey and baseball and still enjoy getting out on the ice or the diamond as much as I can. I try to eat right and get to the gym regularly so I can feel great on the slopes and out on the course. I am a voracious reader and enjoy everything from Tolstoy to Dan Brown. I am married and live in Toronto.
My Team
Alexander Mouriopoulos, BA, LL.B,
Vice-President Estate Planning
Insurance plays an important role in the preservation of your wealth. It can help you leave a lasting legacy for your family or other beneficiaries of your estate. As an insurance representative, my colleague Alexander Mouriopoulos at Canaccord Financial Services, Ltd. has access to the products of Canada's leading insurance companies.
Estate planning not only deals with wealth accumulation, but just as importantly, it deals with providing the most cost effective and tax effective options of preserving and eventually transferring your estate. My estate planning team will do a complete review of your personal or corporate situation to develop an estate or business succession plan that is right for you.
Ari Simms, Hon BA.
Administrative Assistant
Ari aids in the everyday operations of my practice. As a graduate with a Joint-Specialist degree from the University of Toronto in 2006, Ari adds to our professional as well as analytical experience. Ari is an essential part of my team coordinating administration, client interactions as well as marketing duties. Ari is currently enrolled in the Canadian Securities Course.