Education:
Business Administration, Okanagan University College
FMA, Canadian Securities Institute
PFP, Canandian Securities Institute
I have been a successful Investment Advisor in the Investment Industry since 1994 and with BMO Nesbitt Burns since 1997. I am a graduate of the Business Administration Diploma Program at Okanagan University College and have earned the Financial Management Advisor (FMA) designation from the Canadian Securities Institute. In addition, I specialize in Group RRSP and Pension Plans and am currently working towards earning my Fellow of the Canadian Securities Institute (FCSI) Accreditation.
Investment Philosophy....
I firmly believe that my clients' interests are best served by taking a fully diversified approach to investing. I employ principles of dollar-cost-averaging to take advantage of market volatility and increase returns. Working closely with my clients I formulate a customized investment strategy that is designed to improve their portfolio's return while keeping risk at an acceptable level. If you would like a relationship based on trust and a process that delivers peace of mind please contact me.
Financial Planning...
Working with Nesbitt Burns' interactive Financial Planning software I am able to provide clients with a customized and comprehensive road map to achieving their Financial Goals. While no one can predict the future the Pathfinder Program can make it clearer by allowing me to evaluate the impact of inflation and taxes on your retirement income or your children's education fund. We have the necessary information today that will enable us to chart your course to financial success.
My Commitment...
As your Investment Advisor, I aspire to provide the ongoing knowledge, training and tools to create, implement and monitor your Financial Plan and Investment Portfolio. I believe my clients are best served by an Advisor that applies principles, skills and knowledge, and who also puts their clients' interests ahead of their own. I believe that regular communication is integral in creating a rewarding and successful relationship. I strive to achieve long term client relationships through exceptional service and fulfillment of my clients' goals.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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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