What I do
My services are primarily suited to individuals, families and corporations. Since no two situations are alike, I take pride in tailoring specific portfolios to your situation whether there is a requirement for income, capital preservation or growth.
Commodity producing/exploration companies, blue chip companies as well as international securities form a significant portion of my investments. For those clients looking for flow-through shares and IPO's/Secondary Issues, there are many opportunities to provide those investments as well.
I am a licensed Investment Advisor (BC, AB, SK, ON, NS, YK) I also hold the Canadian Investment Management (CIM) designation.
For a complimentary review of your current Portfolio, or to discuss how I can assist you in meeting your financial needs, please contact me at firstname.lastname@example.org
My focus is on developing long-term, mutually beneficial relationships with my clients. Ownership of individual equities and fixed income securities is the cornerstone of the Portfolio construction. I bring a wealth of experience in retirement and investment planning enabling me to develop portfolios that incorporate the appropriate investment classes.