Vice President, Portfolio Manager, Investment Advisor
B.Sc., CIM, FMA, CIWMmore
Toll Free: (800) 232-7296
Fax: (780) 421-0968
I stress the importance of portfolio diversification, while encouraging a long-term approach to investing. The building block of any portfolio is a sound financial plan. Financial planning helps clients accurately determine their investment needs and level of risk tolerance.
Well-versed in the relevant areas of investment and financial planning, I provide a variety of services, such as tax-advantaged investing, legacy and estate planning, and solutions for business owners.
My many years of experience helping clients achieve their long-term investment and financial goals have taught me that no two clients are alike. To be effective, investment and financial planning must be very personalized. This planning starts with each individual's objectives and risk tolerance, and not with packaged solutions and products.
My team and I work very hard to take the worry out of wealth management. Our clients have confidence and peace of mind knowing their financial futures are being guided by a team of experienced professionals. Utilizing the financial strength, advanced technology, and global knowledge of CIBC Wood Gundy, allows us to develop and implement innovative solutions suitable for each client's individual situation.