Education:
Duo Major Accounting and Finance, Northern Alberta Institute of Technology, Edmonton, Alberta
Canadian Securities Course
Professional Financial Planning Course
Life, Accident and Sickness Insurance (Prov/Cert)
I am committed to providing my clients and their families with true insight and realistic views of both the exciting opportunities, and the risks involved in the world of investing. Education, transparency, and open communication are the keys to our partnership's success. This is how I have ultimately earned my clients' on-going trust.
Every person or business is unique, therefore, their approach to investing varies a great deal. The process starts with gaining as much knowledge and insight as to what the clients' needs are, this entails gathering all the information necessary in assessing where the client is financially today, and ultimately where they strive to be later in life.
Once the 'Financial Picture' is clear, implementing an 'Investment Plan' is the next step. Again, clients' needs vary a great deal, therefore each plan is customized to suit the goals and objectives for each individual client.
Constant monitoring and management of one's portfolio(s) is what we do each and every day. With ever changing economic environments and uncertain market conditions, 'hands on' management is paramount.
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.
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