My investment philosophy is based upon a balanced, conservative and long-term approach. My investment style offers clients a combination of high-quality portfolio management with exceptional wealth management services from RBC Dominion Securities.
I have acquired multiple industry accreditations and licenses over the years, including both Discretionary and Non-Discretionary Portfolio Management as well as Insurance. I am able to offer my clients a complete suite of investment solutions, including stocks, bonds, GICs, exchange traded funds, segregated funds, mutual funds, wrap programs and options. From my extended team, my clients also receive Will and Estate Consultations, Financial Planning and Business Owner Planning. I pride myself in adhering to the highest standards of ethical and professional conduct, competence and integrity as measured by the Investment Industry Regulatory Organization of Canada, Mutual Funds Dealers Association, Canadian Securities Institute and Financial Services Commission of Ontario.
My wife and I live just north of Toronto with our two children where we are active members in the community and at school. When I'm not in the office I enjoy cycling, playing soccer, travelling and spending time with my family.
