Our services

I have a strong track record of yielding steady and impressive returns for my clients based on a balanced approach to investing that is sometimes conservative but rarely aggressive. In accordance with each investor’s unique risk tolerance, preferences and needs, I construct portfolios composed of corporate bonds, other fixed income instruments, equities, funds, and alternative investments.

Many people play it safe by buying GICs or CSBs at a very low rate of return. I can help you to generate more than double the rates these bonds pay — safely — through investment grade corporate bonds and other fixed income strategies.

Valuable lessons in economic history have given me a unique perspective and a solid understanding of business cycles. This has influenced my investing strategy with positive results. In the famous words of Mark Twain, history doesn’t repeat itself, but it does rhyme. I believe strongly in investing in a range of products that provide a regular income to smooth out your returns over time, and that also provide the opportunity for growth. This is a far wiser strategy than trying to beat the market and riding out the highs and lows that result.

Steady, consistent performance

Reliable performance is more important than average performance. My goal is to aim for a positive return every year, strive never to have a negative year, while working to maintain a competitive average return. I do not measure your success against common benchmarks like the TSX or the S&P 500, as the ultimate goal for an individual client should be their absolute return, and not their relative return.

The best way to achieve this steady return is through income investments as well as non-correlated assets like corporate bonds, convertible bonds, preferred shares, market-neutral funds, and alternative investments to add extra growth potential and further diversify your portfolio.