Education:
Diploma in Business Administration, Wilfid Laurier University
Certified Financial Planner™, Financial Planners Standards Council
Certified Senior Advisor (CSA)®, Canadian Academy of Senior Advisors Inc.
Specialties:
Full service, personal advice and access to a wide range of investment solutions - specializing in RRSP Portfolio Planning and Customized Investment Strategies, along with Tax Efficient Estate Planning*
I have worked in the investment industry for over 15 years. Prior to this I was involved with several large Canadian manufacturing corporations. I am a graduate of Wilfrid Laurier University in Business Administration and received an Honours Certificate from the Canadian Securities Institute. Along with successfully completing the Professional Financial Planning course, I also have my designation as a Certified Financial Planner, and Certified Senior Advisor.
Investment Philosopy I firmly believe that client's interests are best served by taking a fully diversified approach to investing. Working closely with my clients, I formulate a customized investment strategy designed to improve their porfolio's returns, while keeping risk at an acceptable level. Beginning with a questionnaire, a client's objectives are established and clearly defined in a written investment policy statement, which becomes the basis of that client's ideal asset mix. Whether my clients are conservative income-oriented investors, or growth-oriented investors, I will design an investment strategy that best fits their needs. By combining my years of practical experience with on-going professional development, I feel I am able to offer clients the highest level of reliable service. Most of all, I believe in the importance of integrity, along with trusted advice and view my relationships with clients as long-term.
Service Excellence I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is a top priority for me. This means providing access to a wealth of educational materials- such as Financial Planning, Retirement Planning, Estate Preservation, Education Planning or Tax Tips for Investors - to name a few. My pledge to clients also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. I regularly review goals, strategy and portfolio performance with my clients, and my assistant Nicole is available to help with the administration of your accounts. She will ensure that all account documentation on file is current and accurate. Please feel free to call Nicole with any changes to your account information, other administrative inquiries or banking needs. Nicole can also supply market quotes, and answer inquiries regarding RRSPs, RESPs or RIFs.
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
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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