Honours B.A & Postgraduate Degree - Marketing, University of Hull, England, United Kingdom
Specialties: Equities, Corporate Bond Portfolios, Income Trusts, Mutual Funds,
Individual Pension Plans and Options.
I have been helping clients with their investment decisions since
1993. I began my career as a financial advisor in the United Kingdom and
moved to Canada 1991.
I believe successful investing requires
conservative investment strategies, and a diversified portfolio using
the appropriate asset mix to best meet your objectives, as well as
clearly understanding the risks associated with each particular
As a well-rounded Investment Advisor, I offer my
clients timely investment advice, tax efficient solutions, personalized
portfolio reviews, as well as a genuine, loyal and professional
My style is to offer you a strong partner to advise and guide you in your investment decisions over the long term.