B.Comm., BA, FMA, FCSI, CIWMmore
Toll Free: +1 (800) 488-8688
Fax: (416) 229-5901
Mobile: (647) 999-8353
Living and working in today's world of ever changing markets and complex times, investors are presented with a myriad of investment tools and products to choose from. To help you navigate a course toward your goals, objectives and comfortable retirement plan with sound investment advice, I believe the following three main principals should be adhered to:
1) First, it's all about you and your family. I must be knowledgeable about your challenges, goals and aspirations.
2) Second, I am your guide, your partner, your resource to help you structure a personalized financial plan and investment strategy.
3) Third, to maximize returns, minimize volatility and reduce cost.
About Wood Gundy
Wood Gundy is one of the leading full service investment firms in Canada, with a heritgage that dates back to 1905 . Its young founders, George Herbert Wood and James Henry Gundy, envisioned a financial services firm built on innovation, integrity and solid client relationships—values that the firm maintains today. Acquired by CIBC in 1988 today, CIBC Wood Gundy continues to uphold the standards first envisioned by its founders George Herbert Wood and James Henry Gundy over a century ago to ensure our names remains synonymous with trust, excellent service and investment expertise
I am privileged to be trusted to help my clients meet their goals. Each client is unique. Accordingly, no one investment plan is right for everyone. I have no incentive to favor one investment product over another. I have access to virtually every financial product and money management solution on the Canadian market, and I provide completely independent advice about what best serves your needs. I am also life insurance licensed which has been particularly helpful in structuring estate plans that I create for the long-term financial security of my clients and their families
If your advisor is passively investing your life's earnings in mutual funds only, then you may be missing out on better profits available to you. Get some peace of mind, ask for a second opinion. Contact me for a complimentary review of your portfolio.