Toll Free: +1 (800) 387-1865
Fax: (416) 369-8987
Financial Engineering for your Investment Portfolio
I provide financial and retirement planning services to our clients. I will work with you to enhance total returns on your entire portfolio, reduce the time you spend looking after your investments and assist you in building a financial plan to secure a worry free retirement.
Knowing the state of your investments and then building a detailed financial plan to support your goals can allow us to explore all your alternatives for decision making in your life and with your family. This will allow you to make a long term plan for your retirement and future goals with the assistance of all of the expertise of CIBC Wood Gundy.
I have an Engineering and Business background, with an MBA from York University. After working with Bell Canada, I have been involved in a variety of businesses and have lived and invested internationally. With more than fifteen years in the investment business, I have completed the extensive training and development courses with CIBC Wood Gundy to provide you with all of our products and services. I am qualified to assist you with mutual funds, stocks, bonds, options, convertible hedges and insurance to help you achieve your goals.
My background, combined with the experience of all of us in the Equity Hedging Group, should allow us to help you in your search for financial independence.
My business is the long-term, prudent accumulation of wealth for our clients and their families.