Investment Advisor, Portfolio Manager, Assistant Branch Manager
Toll Free: +1 (800) 268-8875
Fax: (506) 451-8838
Everybody's attitude and reaction to market volatility is different. It is imperative to understand the client so that the appropriate asset mix and investments are considered. It is your money so this aspect should be paramount.
Not all investments are taxed the same. It is your after tax return that counts. Keeping this in mind, portfolios should be structured tax-efficiently.
As a full service investment advisor, I am not limited to the investment options available. I believe that generally the lower the operating costs of a portfolio, a correspondingly higher return will be achieved.
Thank you for viewing my site. Please feel free to contact me at your convenience.