My goal is to provide consistent, high-quality investment advice for my clients to help them create sustainable and successful investment strategies for income and growth, and assist with other financial matters. In addition, as a life insurance† licensed advisor, I am qualified to provide guidance on insurance matters.
With experience I have found that, combining a conservative, value-driven approach to owning securities with a careful eye on macroeconomic trends such as demographic changes, I am always prepared to take proactive measures to protect my client's portfolios.
A special focus on the healthcare sector
With a background in kinesiology and over a decade of investing experience in the healthcare sector I believe that this sector has the potential to achieve considerable growth over the next decade and that growth is beginning to be in evidence now. Please contact me to discuss the potential in this rapidly-growing area and to take advantage of my experience.
†Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.
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