Education:
Master's Health Sciences, University of Toronto
Specialties:
Wealth Management and Retirement Planning
Pension Plans, Group and Individual RRSP’s
Health Care and Social Services
Charities and Not-For-Profits
Background:
Before becoming an Investment Advisor with Nesbitt Burns, I spent over 20 years as a senior level health care administrator where I gained extensive experience administering pension plans, group registered retirement savings plans and investment portfolios.
Investment Philosophy:
For Individuals
Increasing life expectancy is adding years to life, but with longer life spans comes greater uncertainty. Longevity and health care expense risk must be part of everyone’s retirement planning strategy.
I combine my knowledge of health care and its emerging realities with my background in investments and retirement planning to create a specialized practice helping people to plan for the healthiest and wealthiest retirement years possible.
For Organizations
I bring a keen understanding of the dynamics of health care delivery and the realities of the publicly funded system and the emerging trends of private health care delivery. I help organizations to maximize their investment revenues by strategically managing resources, without taking on undue risk.
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 12:51 ET
Last
Change
TSX Comp
12,014.90
-85.76
S&P/TSX 60
704.73
-5.23
DJIA
10,741.68
8.01
S&P 500
1,162.13
-4.08
NASDAQ
2,386.35
-2.74
Nikkei 225
10,744.03
-102.95
TSX Vent
1,569.57
-8.21
Hang Seng
21,330.67
-53.82
$CAD
98.7400
-0.3400
London Gold
1,122.75
1.00
WTI Oil Spot
81.93
-1.00
Source: SunGard PowerData
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