Bachelor of Administration, University of Regina
Investment Management, Retirement and Estate Planning
I specialize in the management, growth, and protection of individual, family, and corporate wealth.
Professional – After having obtained a business degree from the University of Regina, I began my career in the financial services industry. In 1984, I joined Nesbitt Thompson, a predecessor of BMO Nesbitt Burns, and have since obtained the following industry designations: Fellow of the Canadian Securities (FCSI), Certified Investment Manager (CIM), Personal Financial Planner (PFP), Portfolio Manager, and Vice President of BMO Nesbitt Burns.
Personal – I was born and raised in Regina, and have been active in several community and professional organizations. My wife and I have raised two children, and have been involved in their various activities over the years. I am an avid cyclist and enjoy hockey, squash, fishing, kayaking, and many other outdoor activities.
My Business Beliefs
1. Financial markets will go up and down. It is my responsibility to prepare my clients for both.
2. High quality dividend paying securities will outperform over the long-term.
3. Following the crowd can be costly.
4. A long-term perspective is essential for success.
5. As a specialist in wealth management, it is my duty to responsibly manage, grow, and protect my client’s wealth.
For over a quarter century, I have been helping individuals achieve their financial goals. My knowledge and experience, partnered with the strength of an industry leading firm gives my clients piece of mind as their financial affairs are in trusted and competent hands.
To begin I must assess your financial needs by outlining your future goals and evaluating your current financial situation. I believe that it is important to commit the time to understand your vision so that we may together fulfill your financial aspirations.