As a senior investment advisor at one of the largest independent brokerages in Canada, I specialize in providing tailored, unbiased financial advice for your unique wealth objectives.
My professional background spans 30 years of experience across multiple businesses in both the private and public sectors. My educational background includes: Chartered Investment Manager (CIM), an associate member of the Chartered Professional Accountants, and a graduate of UBC.
During my career, I have been involved as an entrepreneur/owner, manager and consultant in a number of industries including; real estate, forestry, extreme ski-area development, internet technology, agribusiness, and have advised numerous companies on strategic business planning and securing financing. I have acquired fundamental and technical hands-on expertise that provides clients with insights and analysis across a broad range of investments and investment strategies. As a finance and accounting professional for numerous businesses across Canada, the United States, and the Caribbean, I have learned that it takes numbers and people to ensure a successful investment.
My investment approach is founded on value investing, with a focus on stable blue-chip companies that provide both income and solid growth potential. I also recommend taking advantage of rich market opportunities as they present themselves; each portfolio is unique to a client’s needs and I do recommend timely diversification and investment-grade fixed income instruments when appropriate.
Supported by a respected and financially strong organization, our clients have access to our team of market research specialists and business professionals. I can also refer you to a reliable network of outside professionals, lawyers and accountants, available at any time.