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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.
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