Vice-President, Portfolio Manager, Investment Advisor
Toll Free: +1 (888) 867-8175
Fax: (416) 594-8404
Expertise that's one to one
I began my career in the investment business in 1973, and have been an Investment Advisor with CIBC Wood Gundy since 1982. I am a Vice-President, Portfolio Manager and have attained level 2 of the insurance and planning license. I am a Fellow of the Canadian Securities Institute, a Chartered Investment Manager CIM®, and have completed the High Net Worth Advisor Accreditation program at CIBC Wood Gundy. I currently manage over $145 million in assets for high net worth clients.
I will help you manage your financial resources by establishing your risk tolerance, and current and future income needs. Together, we will use a disciplined approach to investing to assist you in attaining your objectives, and to minimize the impact of market fluctuations. Through annual reviews, we will work together to achieve your goals.