BA, Concordia University, Montreal, Canada
PFP, Canadian Securities Institute, Toronto, Canada
We choose to maintain a small clientele to ensure a superior
level of service.
Our Investment Philosophy
believe that investing should be an enjoyable experience. We believe
that you should take the time to live your life and let professionals
manage your investments. We work hard to find out what our clients want
and need and to provide appropriate advice. We maintain a small
clientele to make sure we can deliver on all of our promises.
work closely with clients to develop a plan that will get them to their
long-term goals with the least possible stress along the way - and then
help them stick to that plan, which is actually the hardest part. To
quote famous investor Warren Buffett:
"It only takes two things to succeed as an investor: first, having a reasonable plan; and, second, sticking to it."
How Can We Help You?
closely with our clients, we develop a customized investment strategy
designed to improve portfolio return, while keeping risk at an
acceptable level. Whether you are a conservative income investor, a
growth investor, or an aggressive investor, we will design an investment
strategy that best fits your specific needs and style.
at your disposal, an enormous amount of knowledge and resources within
our own team as well as within the BMO Financial Group. Please refer to
our "Learn More" section to find out about our team experience and
On a more personal note...
Investment Advisor/Financial Planner
is very active in sports that include golf, cross-country &
downhill skiing and has participated in a number of marathons and
triathlons. He enjoys life in the country with his Golden Doodle,
Associate Investment Advisor
Caroline, her husband Bob, and their teenage daughter Emily, share their Aylmer home with 2 cats.
Anka and her husband, Brock, enjoy going on vacation with friends to Disneyworld as often as possible, they are kids at heart!
Can your Financial Plan Withstand one of Life’s Unwelcomed Surprises?