For over 19 years I have been advising investors, including over 12 years with major Canadian Banks. During this time, I helped navigate my clients through the last three major market declines and assisted in transitioning their financial goals as their personal and financial circumstances changed.
My experience in advising clients through turbulent markets using a risk controlled approach to wealth management has been reflected by virtue of my client base now including many second generational families.
I am very proud to have been granted the prestigious Chartered Investment Manager (CIM®) designation. Managing your portfolio requires a unique relationship with a trusted fiduciary and steward of your investments who understands your needs and implements the best strategy for you.
To provide an extra layer of due diligence, I am also a Chartered Market Technician (CMT®). This is the highest accreditation for technical analysis in the financial community. It is an essential complement to my fundamental knowledge of the capital markets.
I offer a full suite of financial planning and portfolio management tools to the investor who needs a hands on approach to their financial freedom.