I have been an Investment Advisor for over 30 years. The first 5 years of my career were with a major bank owned firm and the last 25 with independent companies. My approach is to always put the interests of my clients first, and everything falls into place after that.
I take a longer term view of investing and a lot of my client portfolios have a buy and hold strategy. I believe in blue chip dividend paying stocks that will perform well through the market ups and downs. I also use structured products to mitigate my clients risk and to give clients exposure to more diverse sectors of the market.
I am a native Calgarian, married to Susanna with two children, Nico and Sophia. Our family spends most weekends in Windermere, BC where we take advantage of all the mountains and lake has to offer.
