As a Portfolio Manager, I employ a disciplined investment process that is centered on risk management and custom portfolio solutions. I use the resources of both internal and external research partners to assemble high-quality investments to meet client specific objectives.
My business is built on trust and integrity, creating strong client relationships, and providing personalized on-going service. My commitment, dedication and resolve to understand the unique circumstances and objectives of each client and to develop a customized wealth plan is what determines my true value. I believe hard work, effective communication and a disciplined approach provide the foundation to my clients’ success.
I live in Etobicoke with my wife Lisa and our five active kids.