Tel:
604-514-1925
Fax:
604-514-1927
Address
BMO Nesbitt Burns
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
Map
Contact Us
Commentary
Investment Philosophy
A
financial plan should be the driving force behind every decision made
in regards to managing your wealth. Everyone is different, with both
individual goals and life expectations, and this requires detailed
analysis and extensive planning to ensure the right investment strategy
is chosen. I firmly believe that my clients' interests are best served
by taking a fully-diversified portfolio approach to investing. I work
closely with my clients to formulate customized investment strategies
designed to improve investment returns, while keeping risk at acceptable
levels. Whether a client is conservative and income-oriented, or
looking for growth, I design an investment strategy that best suits
their needs.
Asset Mix Management
A
key determinant to successful investing is to own a mix of assets
likely to generate the returns you need while minimizing your exposure
to risk. Using recommendations from BMO Nesbitt Burns Research
Department, I work closely with my clients to determine the appropriate
mix for them, and then monitor their situation to ensure it remains
appropriate.
The Importance of a Sound Investing Partnership
Many
financial issues affect us all: saving for retirement, minimizing
taxes, setting aside funds for a major purchase or financing a child's
education. To reach your own financial objectives, you need to consider
the challenges of building and preserving capital in today's
increasingly complex marketplace. I am able to draw upon resources from
BMO Nesbitt Burns and Bank of Montreal to offer a full range of
financial services to my clients.
Service Excellence
I
am committed to building a solid, lasting relationship with all my
clients. Keeping clients informed is a top priority for me, and this
means providing access to a wealth of educational materials, promptly
returning phone calls, and quickly following up on administrative
issues.
It also involves monitoring accounts on an ongoing basis
to take advantage of opportunities and changing market conditions as
they arise. I regularly review goals, strategy and portfolio performance
with my clients.