“If you don’t know where you are going, you might wind up someplace else”.
The legendary Hall of Famer Yogi Berra left us many pearls of wisdom; most of which even apply to personal finance. Before you invest, it is important to know what you are trying to achieve.
My experience has shown me that clients’ financial peace of mind goes far beyond security selection (stock picking). Integrating a sound investment strategy into an overall wealth plan is critical to ensuring you don’t end up somewhere else.
I joined RBC PH&N Investment Counsel because of the firm’s emphasis on investment management as part of a total wealth planning approach. I collaborate with an in-house team of tax, estate, and financial planning specialists to fulfill my passion for responsibly growing and protecting my clients’ assets to help them live the life they want without worry.
My clients benefit from my 20-year career in the investment industry including working as an analyst and trader in my early years. I hold both the Chartered Financial Analyst (CFA) and Certified Financial Planning (CFP) designations.
Calgary has become home to my family for the last 15 years. I value the time I spend in my community by volunteering for various organizations. This gives me the opportunity to better understand my city’s needs and diversity with greater appreciation. One of the highlights has been serving on the Board of the Calgary Health Foundation. As an avid skier and hiker, I can be found with my family in the Rockies in my free time.
