CFP, CH.F.C., EPC, FICB, AICBmore
Toll Free: +1 (888) 621-1555
Fax: +1 (250) 354-4403
Mobile: +1 (250) 368-7329
Expertise that's one to one
Deciding how to invest your money is a tough challenge, especially if you have built up a significant nest egg. Striking the right balance between risk tolerance and performance, determining proper asset allocation, addressing tax considerations – these are important factors that must be attended to, in order for your investments to provide you with a secure future.
I have been in the financial services industry since 1981, providing quality financial solutions and excellent service to my clients. Prior to becoming an Investment Advisor, I gained valuable financial planning experience through positions at CIBC Financial Planning, CIBC Investor Services and another chartered bank. Financial planning has been the main focus of my career for over 20 years now.
I have an ongoing commitment to learning, shown through my successful completion of the following courses: Canadian Securities Course, Conduct and Practices Handbook, Professional Financial Planning Course, Investment Funds in Canada, Associate of the Institute of Canadian Bankers, and Branch Compliance Officers' Course. Most importantly I earned the Certified Financial Planning (CFP) designation – the mark of a true professional in this field. The experience and education combined make me a valuable asset to our company.
My priority is to help you reach your investment goals. The planning advice I provide is individually focused and is designed to guide you through your range of options.
If you think the time is right to develop a strategic investment plan or to review an existing plan, contact me at CIBC Wood Gundy in Nelson @ 1 (888) 621-1555 or (250) 354-4834 for your private consultation appointment.