What I do

I work one-on-one with my clients, assisting them in building and managing their investment portfolios.

My main areas of focus with clients are:

• RRSP planning;
• Tax-advantaged investments;
• Large cap growth equities;
• Fixed income investments.

Who I am

I have been an Investment Advisor with Canaccord Capital for the past 8 years. I have had the privilege to work with senior portfolio managers within our firm and through their mentoring, I have obtained a disciplined approach to investment selection and portfolio management.

What my clients can expect

I operate within each client's risk profile; structuring an investment portfolio designed to achieve long-term growth without undue risk. As a result, both my clients and I sleep soundly at night.

I believe that my best client is the one who is fully informed. As a result, I have a strong commitment to client communication through a regular newsletter, regular workshops for clients on market updates and guest speakers.

What are the benefits to you

• You have a working relationship with a person who is committed to helping you build your portfolio and does care about your investment needs.
• Take advantage of my commitment to my clients with helping them meet their financial goals.