I began my career in the investment advisory industry in January of 1998, and I have a wide range of investment experience. Although I consult many types of clients with many different tolerances for risk, I am well known for my long term, conservative investment approach, specializing in retirement planning.
I was born and raised in Winnipeg, and educated through the Canadian Securities Institute earning all 4 designations. These include the Financial Management Advisor, Canadian Investment Manager, Derivatives Market Specialist, and Fellow of the Canadian Securities Institute - the industries highest mark of distinction.
I take part in the community by raising money for numerous charities which include The Kidney Foundation of Manitoba, The United Way, and support amateur boxing programs for inner city youth.
I believe in formulating a financial plan for all my clients, and then custom building a specific portfolio to meet their needs throughout their retirement.
I would welcome you to contact me at any time for a consultation.
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 19, 2010 00:36 ET
Last
Change
TSX Comp
12,040.01
-60.65
S&P/TSX 60
706.75
-3.21
DJIA
10,779.17
45.50
S&P 500
1,165.83
-0.38
NASDAQ
2,391.28
2.19
Nikkei 225
10,744.03
-102.95
TSX Vent
1,574.86
-2.92
Hang Seng
21,330.67
-53.82
$CAD
98.5900
-0.4900
London Gold
1,122.75
1.00
WTI Oil Spot
82.20
-0.73
Source: SunGard PowerData
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