B.A. (Hons), Queen's University, Kingston, Canada
Canadian Investment Manager (CIM), Canadian Securities Institute
Certified Financial Planner (CFP), Financial Planners Standards Council
Fellow of the Canadian Securities Institute (FCSI), Canadian Securities Institute
Stocks, Bonds, GICs, Mutual Funds, Options, Hedge Funds, Meridian
accounts and fee based accounts through a licensed portfolio manager.
I have been helping individuals and their families with their
investment needs since 1997. I am a graduate of Queen's University
where I earned an Honors degree in Economics and I've also attained the
Canadian Investment Manager (CIM), the CERTIFIED FINANCIAL PLANNER® or
CFP® designation and the prestigious Fellow of the Canadian Securities
I firmly believe that my clients
interests are best served by taking a fully diversified portfolio
approach to investing and employing the principles of dollar cost
averaging to take advantage of market votatility and increase returns.
Working closely with my clients, I will formulate a customized
investment strategy designed to improve their portfolio's return, while
keeping risk at an acceptable level. Whether my clients are
conservative income-oriented investors, or growth-oriented investors, I
will design an investment strategy that best fits my clients' needs
using a wide range of investment products from GICs, bonds, mutual
funds, stocks, options, discretionary managed products or hedge funds.
If you would like a relationship based on trust and a process
that delivers peace of mind please feel free to give me a call
(384-8470) or stop by my office located at the Bank of Montreal,
Cataraqui Town Centre, 945 Gardiners Rd, Kingston, ON K7M 7H4.