Thank you for visiting our web site. We chose to have a presence on the web to be able to communicate quickly and effectively with our clients, and to give prospective clients a way to find out more about us before meeting face-to-face. Please take the time to visit the various sections of this web site – their contents will give you a better idea of our approach to investing and how we put portfolios together for our clients. The Contact section gives our telephone numbers, as well as the information required to reach us by email.
We have the expertise and all of the necessary resources at our disposal to help you reach your investment objectives. We provide each of our clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs.
Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours!
I bring over 24 years of investment experience to assist you in achieving your investment goals and objectives. My training and personal experience enable me to offer you exceptional service. My target market is Professionals, Business Owners, IPP's, High Net worth clients with investable assets of over $250,000.
I follow the market very closely and provide strategies that help my clients achieve their financial goals through stocks, ETF's, Ishares, New Issues, Preferred shares, Mutual Funds, GIC's and Life Insurance.
My duties as a husband and father of 3 and a dog keep me busy and I still have time to enjoy my passion for golf and Hockey.