MISSION STATEMENT
Building and maintaining trust is crucial for the success of any long-term relationship. This is why putting your best interests first is my number one priority. By making a sincere effort to understand your financial needs and goals, I can ensure that the investment solutions are both customized and suitable for you.
MEETING YOUR FINANCIAL GOALS
Investment selection may range from Fixed Income solutions to match shorter-term goals, Equity-focused for longer time horizon’s, or somewhere in between. Whether your priorities are planning for retirement, protecting your estate, or reducing the risk of your portfolio without compromising return, I promise to provide objective advice best suited for your financial goals.
PUT MY EXPERIENCE TO WORK FOR YOU
I have been committed to assisting individuals, families, small business owners and executives in reaching their financial goals for over a decade. My quality of advice, exceptional customer service, and dedication to the industry has led to eight “top performance” firm awards. It was not by what I did but how I did it. With passion, determination and a commitment to be the best.
PROFESSIONAL DESIGNATIONS THAT MAKE A DIFFERENCE
The Fellowship of the Canadian Securities Institute (FCSI) designation is recognized as the highest honour and most senior in the financial services industry. To receive this prestigious designation, I achieved the highest standards for advanced education, ethical conduct, relevant industry experience and solid endorsements from peers.
The Certified Financial Planner (CFP) designation is internationally recognized in 17 countries and requires rigorous standards in education, experience, examinations and ethics. This designation has provided me with a sound knowledge of budgeting and savings, taxes, investments, insurance, retirement, and estate planning. As with the FCSI designation, I am required to meet ongoing competency and regulatory requirements to maintain the designation.
Certified Investment Management (CIM) graduates are in demand in Canada as private client wealth management advisors. The CIM designation enhanced my ability in implementing complex strategies and investment policies, evaluating portfolio performance, and better serving sophisticated clients.
The Financial Management Advisor (FMA) designation provided me with advanced wealth management concepts, techniques, and solutions required to serve affluent clients that demand sophisticated strategies.
SPECIALTIES
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Advisory & Professional Investment Management Services
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Alternative Investments
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Annuities
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Canada Savings Bonds
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Cash Management Accounts
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Charitable Giving
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Common Stocks
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Corporate Bonds
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Equity Linked Notes
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Fee-based Accounts
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Financial Planning Services
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Fixed Income Products
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Insurance
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International Investments
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Investment Trusts
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Managed Money Accounts
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Mutual Funds
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Options
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Preferred Shares
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Real Estate Investment Trusts (REITs)
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Registered Education Savings Plans (RESPs)
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Registered Retirement Income Funds (RRIFs)
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Registered Retirement Savings Plans (RRSPs)
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Retirement & Estate Planning Services
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Segregated Funds
