Investment Advisor
My Business
I offer my clients financial solutions that are focused on long term growth of capital and wealth preservation. My clients, with my help, build and sustain wealth through well thought out, thorough timely strategies, while also reducing their tax burden. Primary services provided to clientele include:
- Wealth management solutions
- Insurance strategies* and Estate planning*
- Tax reduction and deferral strategies
- Retirement planning (RRSPs, RRIFs, wills, trusts, RCAs, etc.)
- IPPs, TFSAs
- Risk reduction (insured annuities*, hedging strategies)
*Through Canaccord Financial Services
Investment Philosophy
My client's interests are my first priority. Regardless of market conditions, I am focused on creating optimum returns for clients. I provide investors with individually tailored wealth management strategies and investment solutions with sound value and minimal risk. Each client's financial needs and concerns are unique and require customized investment solutions. I know honesty and integrity are the foundation of relationship building, and therefore, I provide forthright, unbiased and innovative advice to all my clients.
Myself
As a previous business owner, I know the value of hard work and how important it is to make best use of every dollar earned. You work hard for your money and it should work hard for you. I am working towards my CFA and CFP designations followed by the CIMA designation. I have accreditations in the computer field and moved to the finance industry after an opportunity with Canaccord Capital become available. Outside of my work, I enjoy golfing, volleyball, fishing, traveling and hiking.