I began my career in the industry in 1987 with one of Canada’s largest investment dealers. Since then, I have worked with my clients in the active management of their investment portfolios with a focus on cash flow and capital preservation. My clients include entrepreneurs, executives, business owners and high net worth families, several of whom have been with me for over twenty years. I am a Chartered Financial Analyst (CFA) and a member of the CFA Institute, a highly respected international organization that supervises the strict ethical conduct and professional standards of investment counselling. The CFA designation is recognized as the highest standard of education in the investment industry.
Employing both technical and fundamental analysis, I take full advantage of Richardson Wealth’s industry leading research, plus outside sources of research and commentary, to customize a portfolio that targets unique goals and circumstances. I act as a middle man between all the noise and what should really matter to investors.
Working with you to understand your goals and priorities, I will create an investment strategy designed to deliver the results you want, with access to our inhouse Tax and Estate Planning Team who can develop a complete plan to address your estate, tax, insurance and succession needs. Contact me to learn how to protect your capital, increase your cash flow and achieve the full potential of your wealth.