Keep It Simple! Focus on PEOPLE, not on products Develop a strategy, and follow it Don't use a short time frame to define success or failure Use Balance, Realism and Optimism when defining your personal goals
WHY YOU SHOULD INVEST WITH ME
1. A Balanced Approach to Investing:
In today's market, we need to carefully choose where we will allocate our wealth. Having and following a well-devised, balanced plan, tailor-made to your financial circumstances, will give you the tools to succeed. My focus is on stability and diversification.
2. Expert Knowledge and Years of Experience:
Backed by the #1 research team in Canada*, I put my many years of business and management experience to work for you. My designation of CIM (Certified Investment Manager) reflects my commitment to the highest level of education, experience and ethical conduct, which is reflected in my service to you.
3. Regular Communication and Portfolio Review:
I enjoy speaking to my clients about their needs and encourage them to choose the frequency of their reviews. At the very least, we meet annually to ensure your objectives are being met by your investment choices.
4. Personalized Service:
No matter when you call within regular business hours, your needs will be addressed by a friendly, competent member of my team, if I am temporarily unavailable.
In short, I strive to take the confusion out of portfolio management, and give my clients the personalized and effective solutions they need to allocate their wealth wisely.