Certified Senior Advisor
Certified Management Consultant
Honours Bachelor of Arts, University of Waterloo
· Wealth Management
· Equities (Common and Preferred Shares, Income Trusts and Mutual Funds)
· Fixed Income (GIC's, T-Bills, Straight Bonds, Strip Coupons)
· New Equity and Bond Issues
· Retirement Planning
· Estate Planning*
· Insurance Strategies
· Tax Efficient Investment Strategies
My Investment Approach
Given my experience, I take a greater focus on tax efficient investing to maximize after-tax returns. My clients range from individuals currently in the workforce who are looking for growth and the accumulation of wealth, to those approaching or at retirement who are looking to generate income from their investment savings. I also work with business owners to maximize their returns on cash and investments. Through practical experience and continuing education, I have developed an investment philosophy that has helped my clients attain their investment objectives.
My practice has grown due to a conservative approach to investing and the referrals I have gained from existing clients' financial success.
Building A Wall of Protection Around Your Lifestyle
Affluent clients are equally, if not more, concerned with protecting their wealth as they are with growing it. This is where financial planning comes in. Financial planning can be as simple or as complex as you need it to be. It can involve investments, retirement planning, estate planning, education planning, transition planning, insurance and taxation.
I will create a custom tailored financial plan that will help build a wall of protection around your lifestyle for both you and your heirs. Your plan will be regularly revisited to ensure you are on track to meet your goals. As your life changes we will make any necessary modifications.
I have helped individuals and families crystallize their goals and achieve their dreams. I would welcome the opportunity to spend a few minutes with you to see if there's a match between the guidance and advice I can offer and your financial objectives.
If you decide for us to work together, you will have my personal commitment to building and preserving your financial security.