Investment Advisor

• Segregated Managed Accounts
• Mutual Funds
• Canadian and U.S. equities
• Government and Corporate bonds
• GICs and Term Deposits
• Retirement Planning: RRSP, RRIF, IPP
• Canaccord Analyst research publications
• Insurance and Estate Planning services by Canaccord Financial Services Ltd

• Many investment options exist to meet the varying needs of clients. My clients look to me to assist them in attaining their financial goals. 
• Investors with at least $100,000 will want to be familiar with our Alliance Program separately managed discretionary account portfolios.
• Mutual fund investments offer diversification in many sectors and countries
• Various risk/return objectives can be met through specific security investing in small, mid and large cap stocks and fixed income.
• Clients can view their accounts on line via Canaccord's website.

• Meet with each individual to determine their investment objectives.
• Understand their financial position and then explain recommendations that suit their investment profile.
• Take into account the client's tolerance for risk and the time horizon available for the funds to be invested.
• Meet with clients semi-annually to keep them informed of progress, opportunities and maintain on-going client/advisor relationship.

• I enjoy golf, travel, sporting events and meeting people. 
• Prior to joining Canaccord Capital in 2005 I was employed with a Canadian Financial Institute for 10 years. 
• Experienced wholesaler of discretionary managed account services.
• I am a member of the Vancouver CFA Society as well as a Certified Financial Planner.

As a member of an independent financial services firm, I am committed to serving my clients in a spirit of trust and partnership. It is a commitment and a philosophy that provides my clients with The Independent Advantage:

• Clients first, always
• Sound, unbiased advice
• Innovative financial solutions

Please contact me at 604-643-7666 to discuss opening an account and the investment options available to you.  I will gladly provide you with a no obligation analysis of your current investment portfolio and make recommendations on how we can work together to attain your financial objectives.