First Vice-President, Investment Advisor
Toll Free: +1 (800) 232-7296
Fax: (780) 970-5378
In addition to many years of investment experience, I have an extensive business background as an accountant in public practice, as a senior financial executive in industry, and as an owner of a small business.
My experience, education and philosophy allow me to offer superior service, resulting in a personalized portfolio planning and wealth building approach that is time-tested and proven to create financial independence and security.
My principles, quality and market leadership can help ensure comfort and security through good times and bad. At all times, clients come first as I strive to provide the utmost in one to one personal service and advice.
My recommendations are consistent with clients' long-term goals, financial circumstances, and risk tolerance. By servicing my clients well, I will also succeed.
The success with my clients has resulted in being the recipient of numerous awards including being recognized with membership in our firm's prestigious President's Council, Executive Council and Leadership Club.
I am actively involved in several community and private organizations. I am a past President of the Edmonton Chapter of the International Organization of Financial Executives Institute, I have been the Treasurer for a community league and various sports teams, and I am an active coach and volunteer for many charitable groups. In addition, I presently sit on the CIBC Wood Gundy Advisory Council to Management Board.
By concentrating on the unique financial and investment needs of individuals and small businesses, I help develop strategies to manage personal and corporate finances.
This involves comprehensive financial plans including retirement, estate and succession plans, saving for your child's education, and tax minimization concerns. I also work closely with your tax and legal advisors to ensure your peace of mind.
I believe in a long-term approach to investing with emphasis on appropriate asset allocation, capital preservation, tax effective strategies, and retirement and succession planning in accordance with your financial needs and risk tolerances.