I work with clients from all walks of life. However, most of my clients tend to be business owners or working professionals. My previous business experience helps to give me a better understanding of both their needs and time constraints. With a well-developed level of trust and understanding my clients have more time to concentrate on their business and family.
I take a portfolio approach to investing. I first need to understand the long-term goals and cash flow requirements of my clients and then I am able to design portfolios based upon their needs and objectives. Portfolios are designed to minimize the risk while maximizing investment returns. Equity investments are based on a fundamental value approach. I invest in securities that have strong fundamentals and good long-term growth potential. I overlay the bottom-up approach with a macroeconomic outlook.
I live in North Vancouver with my wife Lisa. In our spare time we enjoy Camping, Backpacking, and Hiking. We both play Hockey, Volleyball and Slo-Pitch. We also play in a mixed Curling league and Golf.
I have completed a BA (economics), an MBA, a professional financial planning course, life insurance licensed, and am currently working on my CFA level 1.