Our vision

A focus on fixed income - customized, conservative income portfolios

We advise a broad range of investors that include busy executives who often have no time to manage their investments, medical and legal professionals, young families who have been referred to me through the community or their parents, and people who are nearing retirement and need conservative, income-generating portfolios. We pride ourselves on providing caring and attentive service.

As a former fixed income trader, Hal's specialty is investing in fixed income securities to provide a steady income and the maximum yields the markets will bear through bonds, convertible bonds and preferred shares.

 

Safeguarding and enhancing your wealth

Our goal is to provide consistent, discerning investment advice for our clients to help them create sustainable and successful investment strategies for income and growth, and assist with other financial matters such as estate, insurance and tax planning.

Hal's approach is not a cookie cutter approach—he spends time to get to know each client extremely well and to provide them with a truly customized portfolio. He brings over 40 years of financial expertise and knows the market well, and his specialty is designing creative fixed income strategies while balancing portfolios with conservative, high-yield equities for long-term growth.

Our clients depend on us to protect and enhance their assets over the long-term with the utmost priority to preserve the assets that have been entrusted to us. Service excellence is another top priority: Hal is in contact with his clients frequently and committed to calling back quickly if missed a call.