Toll Free: +1 (800) 332-1407
Fax: (403) 260-0410
I am an Investment Advisor with CIBC Wood Gundy in the Calgary Central Branch. I hold a Bachelor of Arts degree in economics with a minor in sociology from the University of Winnipeg and have 14 years of financial services and business experience.
My financial management skills, as well as the honesty and dedication I bring to my clients, adds to the conservative approach I take to investing. Using asset allocation strategies, I am able to construct conservative growth portfolios with capital gains, dividend and income-based strategies.
MY INVESTMENT BELIEFS
1. Preservation of Assets
2. Capital gains, dividend, and income investing strategies are at the heart of my wealth management philosophy.
3. Diversification by assets and geographic region provides opportunity and may reduce risk.