Goal based and value focused. These two concepts are at the core of my investment philosophy. I believe that my client's goals and time horizons are the primary drivers in constructing and managing a secure and efficient portfolio.
I believe that everyone finds comfort in knowing their family's financial well being is sound and protected. I strive to gain a deep understanding of my client's goals and values, enabling me to create a comprehensive and tailored wealth strategy. My client's financial plan encompasses personalized asset and income protection strategies, integrated with tax management and retirement planning needs.
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Eric holds a Bachelor of Management and Organizational Studies degree with a specialization in Consumer Behavior from the University of Western Ontario. While attending university, Eric was the co-captain of the varsity rugby team and represented Canada on the international stage with the Canadian National u20 team.