Thank you for your interest. I'm a 16 year veteran Investment Advisor who provides approximately 75 families holistic wealth solutions.
I attempt to generate a positive annual return for my clients based on their risk tolerances. I do so through investing in diversified pools of assets with strong growth profiles and superior future potential and by limiting downside through active risk management.
A student of the markets, I study long-term market data (equities, bonds, real estate…) and utilize this knowledge in constructing portfolios of some of what I believe to be the most appropriate options available in the world for each of my clients.
As an ex-media entrepreneur, I've experienced firsthand the ups and downs of business and what it is to be on the right and wrong side of change. I've also worked abroad for ten years on two continents and have traveled through Asia, Africa, North America & South America. All of this experience has shaped how I invest. I take an unconstrained global view to investing. I diversify equities globally. The factors in security selection include macro-economic conditions, market cap, liquidity, fundamental analysis, and technical analysis. I understand downside possibilities and utilize strategies to protect and to profit from adversity.
A dedicated team of TD Specialists assists my clients in achieving their goals. These specialists include a:
- High Net-Worth Planner to guide and support the development of comprehensive wealth plans, integrating various wealth planning considerations
- Business Succession Advisor to assist business owners in planning for the future transfer of ownership and control of their business(es)
- Private Banker from TD Wealth Private Banking to assist with banking and borrowing needs
- Wills & Estate Planner to help ensure the orderly and tax-efficient transfer of assets to intended beneficiaries
- High Net-Worth Insurance Advisor
My practice's two popular investment solutions are:
Helping to Grow their Wealth: Given a client’s risk tolerance, current market conditions and opportunities, and a number of other factors, I create portfolios that seek to maximize growth in a tax and estate-friendly manner to help meet my clients’ needs.
Helping to Generate Income While Helping to Preserve Capital: For those clients who require an income from their investment savings, I utilize a covered call portfolio strategy that is designed to help generate a high level of regular monthly cash distributions in a tax-efficient manner while helping to preserve and to grow the original capital invested.
Contact me to find out whether my solutions are right for you.
I joined TD Wealth Private Investment Advice in 2010 after eight years as an Investment Advisor at another bank-owned firm.
-Canadian Investment Manager (CIM)
-Financial Management Advisor (FMA)
-Certificate in Advanced Investment Advice
Professional Courses Completed
-Portfolio Management Techniques
-Investment Management Techniques
-Wealth Management Techniques
-Professional Financial Planning Course
-Derivatives Fundamentals Course
-Options Licensing Course
-Technical Analysis Course