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Education:
B.A. (Hons), Queen's University, Kingston, Canada
Canadian Investment Manager (CIM), Canadian Securities Institute
Certified Financial Planner (CFP), Financial Planners Standards Council
Fellow of the Canadian Securities Institute (FCSI), Canadian Securities Institute
Options Licensing Course, Canadian Securities Institute
Specialties:
Stocks, Bonds, GICs, Mutual Funds, Options, Hedge Funds, Meridian accounts and fee based accounts through a licensed portfolio manager.
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I have been helping individuals and their families with their investment needs since 1997. I am a graduate of Queen's University where I earned an Honors degree in Economics and I've also attained the Canadian Investment Manager (CIM), the Certified Financial Planner (CFP) and the prestigious Fellow of the Canadian Securities Institute designations.
I firmly believe that my clients interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of dollar cost averaging to take advantage of market votatility and increase returns. Working closely with my clients, I will formulate a customized investment strategy designed to improve their portfolio's return, while keeping risk at an acceptable level. Whether my clients are conservative income-oriented investors, or growth-oriented investors, I will design an investment strategy that best fits my clients' needs using a wide range of investment products from GICs, bonds, mutual funds, stocks, options, discretionary managed products or hedge funds.
If you would like a relationship based on trust and a process that delivers peace of mind please feel free to give me a call (384-8470) or stop by my office located at the Bank of Montreal, Cataraqui Town Centre, 945 Gardiners Rd, Kingston, ON K7M 7H4.
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.
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Last Updated
February 3, 2012 20:50 EST |
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Last |
Change |
| TSX Comp |
12,577.28 |
23.80 |
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| S&P/TSX 60 |
716.41 |
2.37 |
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| DJIA |
12,862.23 |
156.82 |
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| S&P 500 |
1,344.90 |
19.36 |
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| NASDAQ |
2,905.66 |
45.98 |
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| Nikkei 225 |
8,831.93 |
-44.89 |
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| TSX Vent |
1,665.11 |
4.54 |
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| Hang Seng |
20,756.98 |
17.53 |
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| $CAD |
100.6200 |
0.5200 |
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| London Gold |
1,734.00 |
-13.50 |
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| WTI Oil Spot |
97.84 |
1.48 |
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Source: SunGard PowerData
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