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With a well seasoned approach to growth stock selection, alliances to some of the country’s finest wealth management talent at Blackmont Capital, and a focus on tax minimization, I offer discerning investors superior advantages.

Through Blackmont, my clients enjoy the capitalization of our parent firm, CI Financial Income Fund (TSX: CIX.UN), and the extra stability that comes from knowing Sun Life Financial owns over one-third of CI Financial.


 

I am a highly experienced transactional investment advisor, with a particular focus on serving the needs of growth oriented investors and the directors and officers of public companies through my long experience and understanding of securities and market dynamics.

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