Education:
Certified Financial Planner
B.A., University of Calgary
Specialties: Wealth Management is a Family Affair. Click text for more information.
Comprehensive Financial Planning including Retirement Planning and Management, Wealth Accumulation and Preservation strategies.
I specialize in assisting individuals in determining their investment goals and objectives and providing solutions to reach them. This can only be accomplished by gaining a thorough understanding of each individual investor. To do this, I use a Six Step Process:
1. Clarify your present situation. This is done by collecting and assessing all relevant financial data such as lists of assets and liabilities, tax returns, insurance policies, wills etc.
2. Identify your financial and personal goals and objectives. These include what you want to accomplish from a financial and personal point of view and when you want to achieve them.
3. Identify any financial problems that create barriers to achieving your goals and objectives. These barriers must be identified before any recommendations can be made.
4. This is the stage where I will provide written recommendations and alternative solutions. The length and depth of the recommendations will vary with the complexity of the clients individual situation.
5. An investment plan is only helpful if the recommendations are put into action. Implementing the right strategy will help you reach your goals and objectives.
6. Together we will monitor your plan and make any changes that have to be made so we stay on track to reach your goals and objectives.
I work with individuals and families who are serious about their investment dollars and their retirement. I specialize in the planning process, focusing on managed money and using some of the world's top money managers for people seeking wealth accumulation, preservation and growth.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
Market Watch
Last Updated
March 18, 2010 02:51 ET
Last
Change
TSX Comp
12,100.66
11.26
S&P/TSX 60
709.96
-0.12
DJIA
10,733.67
47.69
S&P 500
1,166.21
6.75
NASDAQ
2,389.09
11.08
Nikkei 225
10,846.98
125.27
TSX Vent
1,577.78
-0.75
Hang Seng
21,384.49
361.56
$CAD
98.9900
0.3600
London Gold
1,121.75
-3.00
WTI Oil Spot
82.93
1.23
Source: SunGard PowerData
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