Welcome!
I endeavour to provide
conservative wealth management and retirement
planning for my clients; based upon sound investment
selections and a comprehensive financial plan. Some
of the services and products that I provide for my
clients include:
- Stocks, Bonds and
Money Market products
- Mutual Funds
- Managed Money
- Tax Flow Through
Investments
- IPOs
- Individual Pension
Plans
- Insurance and Estate
Planning through our in-house Life Specialist
My Clients
I provide wealth management
and retirement planning services to clients who are
actively preparing for (or already enjoying!) their
retirement. I work with a number of small business
owners who are not able to rely on a pension and
must seek to provide for their own retirement.
Attaining a stable, comfortable retirement for my
clients is the goal of my investment strategies. You
have worked hard to build your savings. Now, as you
approach retirement, your savings need to work hard,
and work smart, for you.
Investment Philosophy
I take a long term approach
to financial planning for my clients. When
constructing a portfolio my goal is always to
maximize the long term growth for my clients, while
managing risk and downside protection. Another key
part of my philosophy is that I strongly believe in
helping educate my clients about their investments.
I want my clients to have a full understanding and
be totally at ease over how and why they are
investing their hard earned money. You can also
expect regular contact from me, as I believe it is
critical to keep you well informed and up to date on
how your portfolio is performing in both good and
bad markets.
Contact Info
1 - 1170 Shoppers Row
Campbell River, B.C.
V9W 2C8
Phone: 250-339-9907
Fax: 250-287-8248
Toll Free: 1-800-347-0270
Email:
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Canaccord Capital
