What Makes Me Different?
I have an immediate positive impact on senior business leaders like you who choose to work with me and my team. This is because my approach is very different from your current or previous experiences…
1. It begins with independent thought...we eshew 'cookie cutter' and help you curate an exceptional portfolio of investments designed to help you accomplish the results you desire.
2. Over 20 years, I've refined a simple, yet powerful approach to thinking about investment. At it's core, our process focuses intently on identifying companies with unique competitive advantages run by shrewd management teams who have a strong shareholder orientation. We help you invest here for sustained, compounded growth. As investments, these companies have the potential to deliver outstanding shareholder value over a long time horizon.
3. We charge for our services via the Meridian program at BMO Nesbitt Burns. Meridian is an all-inclusive & highly transparent fee business model. The transparency of our model ensures deep alignment of our interests, which is vitally important. My team and I have a deeply vested interest in seeing you find exceptional success and we strongly value the long-term potential in our relationship with you. Simply put, when you succeed, our business grows.
4. I believe strongly in the opportunity and the transparency that comes from helping you invest in exceptional companies and all that they represent as investments rather than investment products, such as mutual funds, structured products or other similar vehicles.
5. I invest entirely from a business perspective and I perform extensive due diligence on each idea I bring to my clients including internal and external research, company filings, presentations and views from other investors.
6. I believe in taking my own advice. Therefore, I invest my own capital alongside my clients in the same investments I recommend to them.
7. My team and I have created a very proactive service plan and program for each client we have. We speak often with you and on your schedule, not ours.
8. Our service is complemented with multiple forms of additional communication including email, web, social channels & events.