My work at CIBC Wood Gundy involves speaking to people about all areas of financial planning and investment management. This means meeting with people, such as you, to review your current investments, wealth planning, capital preservation and overall financial situation. By discussing each of these areas, we can determine where I can provide additional service and knowledge.
My investment philosophy is conservative in nature striking a balance between conservative equities and bonds as well as using options to generate extra income from a portfolio . Operating within your risk profile, an investment portfolio is structured which will achieve long-term growth without undue risk.