Independent, innovative financial advice. No sales pressure.
Providing tailored investment solutions so you can Live Richer.
I keep you protected.
Customers' accounts are protected by the Canadian Investor Protected Fund (CIPF) within specified limits. A brochure describing the nature and limits of coverage is available upon request.
I focus on income strategies.
I feel that income creation is crucial to building a financial cushion, but it also creates a superior investment experience. Capital gains can be unpredictable and cause bad investment choices, but cash-flow creates steady profit and more peace of mind.
I offer competitive fees
I am an independent, Full-Service Advisor who works for you and I operate under a lean investment, independent structure. This means I can truly put my client’s interests first.
I am committed to you.
I communicate proactively when it is relevant. I am knowledgeable, but I understand how important it is to communicate to you if you wish to be educated. I respond quickly and I try to learn who you are and what you want financially. You have my full attention.