Education:
Fellow of CSI (FSCI) Designation
Canadian Investment Manager (CIM) Designation
Bachelor of Commerce, University of Alberta, Edmonton, Canada
Portfolio Management Techniques Course
Investment Management Techniques Course
Professional Financial Planning Course
Life Insurance Course Level 1 and Level 2
The Canadian Options Course
The Canadian Securities Course
Specialties:
Fee-based portfolio management for high net worth individuals and companies.
Investment Philosophy
I firmly believe that my client’s interests are best served by taking a fully diversified approach to investing. I am distinctly qualified to help you. First, by listening and learning about your unique story, and then designing and implementing an investment strategy that accurately reflects your situation in life and your individual goals and objectives. Whether it's recommending an estate planning strategy that helps preserve your wealth for future generations, protecting your family's assets through insurance, or designing a detailed financial plan, I can see to it that your entire financial life is looked after professionally.
Working closely with other BMO specialists in tax, estate, trust services and philanthropy, I provide you with total wealth solutions. Upon request, I also cultivate relationships with other professional advisors (lawyers, accountants, etc.) to ensure your financial affairs are managed skilfully and seamlessly.
I have been providing top quality investment service and advice to my clients for over 15 years.
In 1988, I graduated from the University of Alberta where I earned a Bachelor of Commerce degree with distinction. I have my Canadian Investment Manager and the Fellow of the CSI designations. The FCSI ( Fellow of the Canadian Securities Institute) designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the financial services industry.
My comprehensive knowledge and commitment to superior customer service has built many trusted, long-lasting relationships with my clients.
To support me and to assist my clients I have an Investment Representative, Karen Murdoch, who plays an important role in my team. She is well-qualified to offer you information about your account and handles all administrative duties. This includes (to name a few) issuing cheques, automatic deposits or withdrawals, tax reporting, RRIF and RRSP deposits and withdrawals. Working in the investment industry since 1993, Karen has completed the Canadian Securities Course in 1996 and the Professional Financial Planners Course in 2004. She is licensed to carry out transactions on your behalf. We understand the importance of offering clients the most comprehensive service and support and as such, are committed to striving for excellence. She can be reached at (780) 945-5262.
To arrange your complimentary consultation or for more information on any of my services, please contact me at (780) 945-5256 or Karen Murdoch at (780) 945-5262
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.
Market Watch
Last Updated
March 20, 2010 04:25 ET
Last
Change
TSX Comp
11,947.98
-92.03
S&P/TSX 60
701.89
-4.86
DJIA
10,741.98
-37.19
S&P 500
1,159.90
-5.93
NASDAQ
2,374.41
-16.87
Nikkei 225
10,824.72
80.69
TSX Vent
1,564.06
-10.80
Hang Seng
21,370.82
40.15
$CAD
98.3100
-0.2500
London Gold
1,105.50
-17.25
WTI Oil Spot
80.68
-1.52
Source: SunGard PowerData
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