My career in the financial services industry began in 1989. Since then, I have established a reputation for client-focused service and top-quality investment advice. As a Financial Consultant, I serve a growing number of affluent individuals, families and their businesses. I have built my financial management practice on a number of core principles that define how I work with my clients, which inc
lude:
- Uncompromised professionalism and integrity
- Complete focus on the personal needs & goals of every client
- Ongoing advice and transparency
- Total commitment to your financial security
For a quarter of a century, my years of experience have withstood the test of time and the onrush of challenging and turbulent markets because I understand the difference between volatility and risk. I concentrate on the financials needs of affluent individuals, families and their businesses by helping them with customized investment solutions to protect and enhance their personal and corporate well-being. My long-term client relationships are based on a conservative philosophy towards investing, quality products, transparent compensation, regular communication and service second to none. I have achieved a variety of educational and professional designations, including the prestigious CIM (Chartered Investment Manager) and FCSI (Fellow Canadian Securities Institute) designations. As your trusted partner, I am committed to always acting in your best interest. Our long-term relationship is one-to-one! You can reach me by phone at 204 783-2463 or by email at [email protected].