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
We 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.
We 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?
Working 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.
We have, 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 qualifications.
On a more personal note...
Investment Advisor/Financial Planner
Murray is very active in sports that includes golf, cross-country & downhill skiing and has participated in a number of marathons and triathlons. He enjoys life in the country with his lovely wife, Naoko, and their Golden Doodle, Monty.
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?