As a lifelong resident of Alberta, I've come to appreciate the hard work people put into building a secure future for themselves and their families. For over 22 years I have focused my efforts as an Investment Advisor to ensure the well earned financial well being of my clients is protected, and wisely managed. I believe in an investment philosophy which is characterized by simple basics that have worked for decades. If one keeps the protection of principal as the foremost objective, and invests with the view to earn an acceptable return, additional opportunities for taking moderate risks will arise. These opportunities, can at times improve the return, after the first two objectives have been met. The combination leads to an uncomplicated and 'low client stress' strategy, that has proven very successful. If this sounds like it is an approach that fits you, then we should talk.
I graduated from the University of Calgary, Finance Major in 1979 and completed the SAIT Petroleum Operations & Economics Certificate Program in 1980. Before leaving Calgary, I was involved in commercial lending to the oil and gas industry. Thereafter I was employed as a Business Analyst for eleven years. I received my Canadian Securities Certification in 1992, with ‘Honors’. I hold the Level 1 & II Life Insurance License accreditations, and my Options Trading Certificate. I have been with RBC Dominion Securities right from the beginning; I believe they give me, and thus my clients, the best offering of professionalism and services in the industry.