Investment Advisor, Portfolio Manager, Vice-President
Toll Free: +1 (877) 331-5122
Fax: (604) 806-5589
As a Portfolio Manager and Investment Advisor, I am committed to providing informed, careful and individually tailored advice to clients and their families and personal corporations. Portfolios are suited to each client's unique financial objectives and risk profile. I help my clients pursue their wealth and life style goals through the implementation of carefully designed, conservative wealth building strategies and astute investment management. As a client's and family's goals change, I adjust the wealth management plan accordingly.
Intergenerational transfers for wealth preservation are a key concern and, with my team of specialists, I provide guidance regarding Wills, estates, trusts and charitable giving as well as tapping into the wide network of experts and products provided by CIBC Wood Gundy Financial Services Inc. which include estate planning, financial planning, life insurance and annuities, critical illness and long term care insurance.
I look beyond financial assets and account for lifestyle to tailor a customized solution: living well with peace of mind.