A Winning Personality
How it contributes to Financial Success. Contrary to what people believe, financially successful people often don’t have special know-how or skills when it comes to investing and saving...
"The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty”
Sir Winston Churchill
I am an optimist and I believe in simplicity. This has been reinforced over 25 years of providing investment advice and has been tested over many market cycles.
How does it work? A belief in dividend paying blue chip companies, determining appropriate exposure to growth investments vs guaranteed investments and ongoing communication with my clients to help them stay the course through difficult times. I avoid investment product that I do not understand or which requires an explanation that you will not understand. I manage your money the way I manage my own, with respect for the effort required to save it.
What do my clients experience? A one on one relationship based on trust, communication and a detailed understanding of their needs. I work in collaboration with a team of TD specialists to address the full scope of wealth management including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies. My commitment to ongoing education has led to many designations including the Fellow of Canadian Securities Institute (FCSI®) and Chartered Investment Manager (CIM®).
Outside the office I enjoy most things outdoors, skiing in winter, sailing and kayaking in summer. It is even better when shared with my children and grandchildren.
Summer 2019 Buntain Wealth Management Newsletter.pdf
Fall 2019 Buntain Wealth Management Newsletter.pdf
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Spring 2020 Buntain Wealth Management Newsletter
Summer 2020 Buntain Wealth Management Newsletter
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