As a full service wealth management advisor, I strive to provide comprehensive financial solutions that are conservative and disciplined by nature to individuals, families and businesses. My goal is to provide my clients with steady, long term capital growth and a good night's sleep.
My Investment Philosophy
Simplicity
Conservative, disciplined approach
Invest in securities specific to your risk profile
Get to know you and understand what your priorities and goals are first; only then can I offer solutions that are right for you
Develop a plan and follow it; but be adaptive to changing conditions in the market and your situation
Aim for a steady, long term return without incurring unnecessary risk, rather than a rollercoaster ride
Cost and tax minimization are top priorities
Time in the market is more important than timing the market
Use longer term benchmarks to compare your portfolio with; short term volatility does not define success nor failure. Investing is a marathon, not a 100 yard dash.
Market corrections or pullbacks often provide attractive entry points for long term success
Reasons To Work With Me
I want to build a relationship first, rather than push a product that may not be right for you
Expert knowledge of all products and services
I offer comprehensive wealth management solutions; in other words, I provide investment, retirement, estate, insurance and tax planning services
I make myself readily available for ALL my clients
Regular performance reporting and personal contact
I can serve as a liaison between you and other professional advisors
If I can't provide an answer to a question or provide a specific service, I'll find the answer or bring in a specialist who can
Our research department has been ranked #1 in Canada for 26 consecutive years1
Fast and efficient follow up
Strong belief in continued education to increase knowledge and upgrade skills
What I Do As An Investment Advisor
I help define what your financial goals are and how your individual situation can be modified to ensure that you are happy, worry-free and prosperous
I act as a liaison between your emotions and your investment decisions
I handle all of the complicated issues pertaining to your finances that clients often worry about
The Services I Provide
Investment & Portfolio Advisory
BMO Nesbitt Burns is a full service investment firm, allowing my clients to purchase a full range of assets
This allows me to provide my clients with an individually tailored portfolio that best suits their financial plan objectives
Whether I purchase assets on an individual basis or make use of a professional money manager; diversification, cost minimization and net return maximization are our priorities
Retirement Planning
I offer a thorough, fully customizable retirement planning service to all my clients which I can update annually or whenever circumstances change
Tax Planning
I specialize in RRSPS and Flow-Through Limited Partnerships, which can be used to help minimize your taxable income
Estate Planning
I provide estate and trust advisory services to my clients that are planning for future generations
Insurance Services
Our office expert, Chris Judd, has nearly 2 decades of experience incorporating insurance products into wealth management plans
A Word of Thanks
I would like to thank my clients who have referred friends or colleagues to me in the past. My business continues to grow primarily through referrals so your continued trust in the way we work together is very much appreciated.
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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