Since entering the investment industry in 1993, I have been providing my clients with sound investment advice. I design the investment strategy, security selection and asset allocation for each client portfolio. Experienced in tough market conditions, I devote much time developing strategies that center on preserving capital, managing risk and providing proper investment diversification — these are the hallmarks of my investment philosophy.
Over my career, I have also been fortunate to build an extensive network of senior advice channels, mentors, and experts to call on for assistance. In my opinion, this tier of veteran advice is a key component in the formula that delivers long term investment success.
I hold two advanced designations - Fellow of the Canadian Securities Institute (FCSI) and Canadian Investment Manager (CIM). I also hold the Canadian Options License and specialize in developing options strategies for our team. I have attained Portfolio Manager status, a designation reserved for the highest level of investment manager in the industry. As a Portfolio Manager, I am well-versed in core investment principles and the practice of modern portfolio theory.
On a personal note, I keep very busy with my three children - Wesley, Eve & Jane - and my wife, Joanne. We all enjoy travelling, camping and trying new restaurants. In my own spare time, I hit the golf range to help improve my game.
