Personal Profile

I help preserve, create and organize financial wealth for
affluent Canadian families and businesses.

As an Investment Advisor since 1998, I've built my affluent client base by applying the principles of integrity, honesty and professionalism.  I concentrate my efforts on truly understanding my clients' goals and objectives. This allows me to implement the appropriate investment, financial and estate plans without exposing the client, or the portfolio to any unwarranted risk.

Adapting an unbiased approach, I formulate and implement these strategies by selecting, from our complete list of products, the accounts and fee-options that are most appropriate for you. This personalized approach allows me to provide tailored and cost-conscious, comprehensive wealth management solutions to each client.

I believe that all investors should have a disciplined, short and long-term investment strategy that adheres to their individual risk tolerances. It should also enable the client to diversify their holdings amongst varying management styles, geographical locations, industries and investment instruments in order to minimize risk and volatility.  My personalized approach addresses "worst-case scenarios", provides flexibility to take advantage of opportunities, and also allows us to enter or exit the market in a timely, efficient manner.

Effective communication is paramount to a
   successful client relationship.

Keeping clients informed of all significant events, quickly following up on administrative issues and having an open, transparent relationship with all of my clients are top priorities.  Your account will be reviewed on an on-going basis with particular attention focused on current market conditions and how they affect your goals and objectives.  I encourage my clients to ask questions and to be an active participant in the investment process.

This proven investment approach is ideal for the affluent fee-sensitive client, who understands and believes in the benefits of professional money management.

Please review my New Prospect Introduction Package to learn more about CIBC Wood Gundy and the process that I follow.

I also invite you to participate in my no cost, no obligation confidential portfolio review service.  To get started, please complete my Confidential Client Questionnaire.