Our services

My investing philosophy is based on two strong beliefs. One is the importance of maintaining a positive outlook on business and the markets, remaining confident even in the most challenging environments. The other is the absolute value of creating a financial plan that is driven by your life plan, rather than living your life driven by the creation or limitations of your wealth.

Many investors seek a closer relationship with an Advisor after dealing with big banks that provide no one to monitor or interpret the performance of their assets. I offer a highly personal, attentive approach and a comprehensive suite of individualized services.

Focusing on providing long-term wealth management, I build balanced portfolios based primarily upon fixed income and energy trusts to generate a steady flow of cash for my investors along their path to a prosperous retirement. I also provide second opinions for my clients of severance packages they have been offered or portfolios they hold at other institutions.

Whatever your financial needs, I will take good care of you with customized solutions designed uniquely for your own circumstances and preferences. My clients appreciate the fact that I call them more often than they need to call me, and that I carefully monitor the progress of their portfolios on a daily basis. You work hard for your money, and I will make it work hard for you.

If you own a business, I can also assist with your corporate financial needs, providing experienced counsel on a range of vehicles including equities, RRSPs, banker's acceptance instruments, income trusts, and flow-through shares.