"Trust is the foundation to all relationships. By communicating all pertinent information, reasonable expectations can be achieved... responsibly."
My philosophy towards investment advice concentrates on each investor individually. Being that we all have different "needs & dreams" and wish to accomplish them at varying intervals in our lives, one's personal portfolio must reflect this individualism. Offering this type of investment advice requires (on my part) constant research and review combined with consistent communication. Once the initial consultation is concluded and every expectation duly noted, my work is set to begin. Standard-of-living objectives are measured and I work with specialists to assist with any taxation and legal issues. An asset mix is derived and individual investments recommended; implementation may not necessarily occur immediately. Successful investing requires patience - the ability to wait for the right opportunity rather than acting at random.
Thank you for considering my services.
University of Alberta 1981
- Bachelor of Commerce Degree - Finance
Canadian Securities Institute 1987
- Canadian Securities Course
- Professional Financial Planning Designation
Alberta Insurance Council 2000
- Life, Accident and Sickness License
"Helping my clients accumulate wealth is a long term process. Many relationships now span two generations...with very different needs."