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Education:
Honours B.A & Postgraduate Degree - Marketing, University of Hull, England, United Kingdom

Languages Spoken:
English, German


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 investment.

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 relationship.

My style is to offer you a strong partner to advise and guide you in your investment decisions over the long term.