Investment Advisor
My Biography
I have a degree in economics from Simon Fraser University and have continued my education in the markets, devoting my energy to mastering alternative investment strategies to provide the value added service my clients demand and deserve.
I have spent the last several years working as a director of several publicly traded mining exploration companies and working with a local trust company assisting my corporate clients to navigate the heavily regulated securities markets. As a result I have a wealth of experience evaluating mining projects and their management teams, allowing me to provide my clients with additional insights before investments are made.
My Philosophy
I believe that too many investors are content to let the market abuse their portfolios during downturns. I believe it is my responsibility to provide the tools my clients need to protect their capital.
I also believe the capital markets are not always efficient. Information asymmetries provide opportunities for gains not accounted for in the markets and every portfolio should be positioned to take advantage of these inefficiencies.
My Services
I specialize in alternative investment products and work closely with my clients to develop personalized strategies designed to protect capital, reduce taxes and enhance returns. I provide my clients with access to hedge funds, structured products, tax efficient flow through shares, new issues, and private placements.
My Clients
My clients are hard working individuals who want a professional to manage their investments. They want an advisor with both expertise and fortitude; the expertise to construct a competent investment strategy that meets their objectives, and the fortitude to stay the course in unpredictable markets.