1400 – 360 Main Street
Bachelor of Commerce (Honours ), University of Manitoba, Winnipeg, Canada
Bachelor of Arts (Economics), University of Manitoba, Winnipeg, Canada
Professional Financial Planning Course, Canadian Securities Institute, Winnipeg, Canada
I take a balanced approach to investing with a focus on preserving capital combined with disciplined investment management and effective tax minimization strategies. I work closely with investors nearing retirement or recently retired seeking a conservative portfolio management approach and sound income generation strategies.