Investment Advisor

My clients are people who value full service advice. They are successful and patient individuals who believe in long-term working relationships and recognize the boundaries of their own expertise. They place great importance on choosing an investment advisor wisely.

Seeking the help of an investment professional in creating a well-conceived financial plan might prove the most important investment decision you will ever make. A professional will help you identify your financial objectives, work with you to construct a financial plan, make specific recommendations, implement the elements of that financial plan and provide you with quarterly reviews.

I focus on investors seeking to protect their capital. In doing so, I make use of the full range of conventional investments, including stocks, bonds, and mutual funds, but I focus on alternative investments such as real-return bond funds, income trusts, exchange-traded funds, hedge funds and managed futures in conjunction with capital-protected guaranteed notes to build a long-range plan that will provide excellent returns-but most importantly- protect your life's savings. I use a distinctive reporting system and communicate regularly with my clients, which results in superior overall communication.

I first learned about discipline and commitment during my tenure as a Major with the Canadian Air Force. These principles, which I learned while flying fighter and patrol aircraft, I apply to the investment world. This helps me consistently apply a balanced investment strategy in the most disciplined way. In my spare time I enjoy reading historical novels and playing squash.

Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital