I have been an Investment Advisor since 1994 with firms such as Merrill Lynch and CIBC Wood Gundy. Previous to that I was a small business owner/manager. Since many of my clients are business owners or professionals, this makes me very familiar and comfortable with their financial issues. I primarily work with fairly conservative investments to design custom portfolios.
For people in their working years, I design portfolios to help them build their financial assets towards their eventual retirement.
For people who are retired, I help them create “cash flow” to supplement any pensions that they might have. Depending upon their situation, I can also help reduce taxation and clawbacks etc. One of my main concerns for retirees is making sure that they don’t “outlive” their money. With people living longer and healthier these days, this is a potential issue.
I am a graduate of the University of Calgary and have completed the following industry courses: Canadian Investment Manager, Professional Financial Planning, Canadian Options, Canadian Securities Course, Registered Representatives (RR Exam).
On a personal note, I hold black belts in two different styles of karate and bring that same perseverance, hard work and passion to my career in Financial Services. If you would like to employ that level of dedication to your personal or business financial situation, please contact me at the number or email below.