Investment Advisor
My Business
The services I offer to my clients are very broad but the plans I put together are very specific. You will always receive a personally tailored plan with your best interests as the primary priority. My services include equity and bond trading, retirement planning, estate planning, banking services, and fee based accounts. Together, we can develop a plan that encompasses all your goals and keeps your risk at a comfortable level. Risk is an integral part of investing and financial planning, how that risk is handled is crucial to the success of your plan.
Client testimonials are available upon request.
My Clients
My Clients have a wide range of incomes and employment. Regardless of your "asset class" I will do my best to help you. If I am not the right person for you, I will find you a suitable alternative.
My Self
I have been with Canaccord Capital since 1996. I have a BA in Finance and Economics from the University of Western Ontario. I worked with and then succeeded my father at Canaccord who had over 32 years of experience. I am born and raised in Vancouver, BC and I enjoy spending time outdoors.
Newsletters
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
