Toll Free: +1 (800) 232-7296
Fax: (780) 429-8999
I believe that the client-advisor relationship is the key element of my practice. This means that I will gain a deep and thorough understanding of your attitudes towards both money and life, and will respect both your fears and dreams. I view wealth as a tool that allows people to pursue their dreams.
As a client, you can expect a discreet, value-based relationship. This relationship begins with a thorough financial plan, implementation of conservative and value-based investments, continual portfolio monitoring and regular reviews of both financial and life circumstances.
My clients have a multitude of backgrounds. I work with entrepreneurs, professionals, retirees, managers – people from virtually all walks of life. I welcome discussions with anyone who values professional advice regarding their investments.