My goal is to foster an environment in which my clients and I communicate openly, and together build a successful and satisfying business relationship.
MY CLIENTS
My client base includes professionals, entrepreneurs, retirees, corporations and charitable organizations. Individual needs and objectives determine how to invest each portfolio.
PHILOSOPHY
Professionalism, Principles, Protection, Performance
Professionalism
My clients' interests always come first.
Principles
I am dedicated to delivering quality products, superior performance and the highest level of customer service. I believe my continuing success is due to building trust and mutual respect.
Protection
I consider each security for its quality and suitability before deciding on a recommendation. I manage my clients' assets prudently.
Performance
My goal is to deliver superior returns over an extended period. I follow a disciplined investment strategy and adhere to safety principles to ensure the long-term growth of my clients' wealth.
SELECTING THE RIGHT INVESTMENTS FOR YOU
Together we assess your needs and objectives and establish a realistic expected return over a certain time. Your objectives and cash requirements may change over time; we discuss these changes and make adjustments as needed to your portfolio strategy and asset allocation.
INVESTMENT TOOLS
As Canada's largest Investment Dealer, RBC Dominion Securities can provide a vast range of securities, including equities, fixed income products, mutual funds, segregated funds and other types of investments. I manage RRSPs, RRIFs, RESPs, TFSAs, FHSAs, Discretionary and Non-Discretionary Investment Accounts, Trusts, Estate and Corporate accounts. I also offer Life Insurance, Disability Insurance, Long Term Care and Critical Illness services.
