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Fax: (416) 594-8404
Expertise that's one to one
With a number of years of experience in the financial industry, Don is committed to providing exceptional service to his clients. His earlier employment experience with a leading computer technology company developed his considerable business insight and relationship-building skills.
Before moving to Toronto, Don was a long-time resident of Vancouver. While in Vancouver, he received his Bachlor of Commerce from the University of British Columbia.
Don is focused on the needs and well-being of his clients and provides knowledgeable and objective advice based on those needs. He prides himself in offering quality and timely client advice.
Don believes that each investor's needs are different and investment planning must reflect that uniqueness. In addition, he understands that preservation of capital is of paramount concern and can be best obtained with a well-structured diversified portfolio.
Long-term planning is key to increasing an investor's wealth and entails weathering the market cycles. Don begins the process with a complete review of each client's financial standing to determine their future objectives. From there, he formulates an investment strategy that best suits the client's desire for return and their acceptance of risk. The plan is based on a fundamental analysis of the market, the client's personal situation, and their anticipated short and long term goals.
After developing a customized investment program, Don seeks investment vehicles in keeping with the diversified portfolio approach. With his clients, Don will assess the plan on an ongoing basis to ensure their investment goals are achieved.
As an financial educator, Don has given numerous speeches and presentations to students and other groups. He has also presented investment planning at seminars.