Investment Advisor, BA, PFP
My Mission
My mission is to give my clients a sense of confidence and peace of mind regarding their financial future by providing investment strategies and solutions for all of their wealth management needs.
My Investment Philosophy
I believe in a conservative, long term approach to investing. The key to success is the proper allocation and diversification of assets (cash, bonds, equities) within the portfolio which minimize risk and increase returns over time. Working closely with clients will enable me to recommend changes to the portfolio as market or personal circumstances change.
My Business
I work with clients to first understand their individual personal circumstances and financial goals. Once these have been determined, I can offer a broad range of financial services to meet these goals which include:
- No Fee Self-Directed RRSP's, RRIF;s & RESP's
- Stocks, Bonds, Mutual Funds
- Alternative strategies (Hedge Funds)
- Income Trusts
- Estate Planning and Insurance strategies*
*Offered through Canaccord Financial Services
Also, Managed accounts:
- Independence Accounts - managed by Nick Majendie;
- Alliance Program - personalized professional Wealth Management
My Clients
My clients are comprised of individuals with varying backgrounds and investment objectives. I deal with business owners, professionals, those saving for retirement and those already enjoying the benefits of retirement. My clients enjoy a high level of professional customer service and my business continues to grow with client referrals.
Myself
I am a graduate of the University of British Columbia, have completed the Canadian Securities Institute Professional Financial Planning Course and have over 20 years of investment industry experience.
In my spare time, I enjoy cricket, golfing, running and travel.
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
