Fax: (519) 663-5037
"The individual investor should act consistently as an investor and not as a speculator." - Benjamin Graham, the father of value investing
Most investment firms have access to great investment products and research. However, it is not the products or research that make a great Investment Advisor. It is taking the time to understand a client's objectives, forming a partnership to create a personal plan and then monitoring and adjusting the plan as your circumstances and the markets change.
Creating wealth is not easy but maintaining wealth can be just as hard. I will work with you, in conjunction with your accountant and lawyer, to ensure that everything is being done to manage and protect your wealth so you can enjoy it. From making sure you contribute to your RSP and TFSA, to minimizing your taxes and maximizing your estate, our partnership will proactively manage the responsibilities that come with having wealth.
1) I promise to help simplify and organize your family's finances.
2) I promise to be the steward of your financial plan and keep you on course.
3) I promise to work hard to take care of you.