Investment Advisor, Portfolio Manager, Wealth Advisor
Toll Free: 1800-661-7423
800 Manulife Place
10180 - 101 Street
Serving Investor's Needs For Over 20 Years
Sophisticated wealth management made truly personal.
Who Are My Clients:
My approach to portfolio management and services are best designed for those with $500,000 or more in investment assets. This is ideal for busy professionals, business owners, retirees, frequent travelers, or those who simply do not want to deal with the day to day demands of portfolio management.
Descretionary portfolio management for high net worth individuals and companies.
How I can Help:
I will assess your needs, design an investment strategy based on time-tested investment methodologies and world class investment research, and demonstrate total commitment to acting in your best interests every step of the way.
Working closely with other BMO specialists in tax, estate, trust services and philanthropy, I provide you with total wealth solutions. Upon request, I also cultivate relationships with other professional advisors (lawyers, accountants, etc.) to ensure your financial affairs are managed skillfully and seamlessly.
For some investors, maintaining a traditional account simply does not suit their needs or lifestyles. These individuals prefer to enter into a relationship with a personal Portfolio Manager to take them to the next level of investing. You have the peace of mind that comes from having a direct connection to the person making the investment decisions in your portfolio. It is a win-win situation. You are directly in touch with your Portfolio Manager, yet are not required to oversee each decision. And, you have more time to pursue your other goals and interests.
I welcome and sincerely appreciate referrals from my clients, and recognize that personal recommendations have been an important factor in my growth over the last 20 years.
To arrange your complimentary consultation or for more information on any of my services, please contact me at (780) 945-5256 or 1 (800) 661-7423