"You have a tremendous advantage when you have a rational investment policy in an irrational world."
Charles H. Brandes CFA, Chairman of Brandes Investment Partners & Co.

The one constant in the world around us, is that of change. In financial markets, economics and politics, there is nothing static. Additionally, our needs as investors will change over time as well. In striving to achieve our financial and personal goals in life, we need to have that rational investment policy, that can deal with the dynamic world we live in today.

Who Am I?

Professional: I have been in the investment industry for over 10 years, and truly believe that we should endeavour to manage our personal investments, using the time tested methods that institutional managers employ. Using long-term fundamentals, the management of downside risk, thorough analysis of investment categories and their correlation, and in the end managing through true and proper diversification.

Personal: Married for 10 years, I am the father of three children (9, 6 and 4). I have been involved in the community for many years Coaching Soccer and Track & Field. I enjoy Hockey, Auto Racing, Dogs and Tropical Fish. I have been published in a number of international educational sources on keeping various species of Cichlids, a type of aquarium fish.

What makes me different?

I have a very strong understanding of risk management, portfolio construction and what diversification means in the real world. When we buy investments, we must understand what they are, what they intend to do, and what they actually do for us. In reviewing many prospective clients portfolios holdings, I've often found areas to improve upon, from what they are currently doing.

Our disciplined approach works and delivers superior results for clients.

Additionally, I have my office located in a BMO Bank Branch. This allows me to work closer with bankers, and bring my clients more convenience, and the best rates in their Mortgages, RSP Loans, Lines of Credits, and other banking services.

Achieving better-than-average returns depends on acting differently than the average market participant.

The news will always provide investors with reasons to procrastinate making investment decisions and worry about their future. We've seen SARS, Mad Cow disease, Wars in the Middle East, Terrorist activities, Housing Crisis, Credit Crisis and so on. If you have a rational investment policy, and true diversification, then these short term events, will not affect the achievement of your long term goals.
 

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