The best way to make money is to not lose it. Capital preservation is the key to wealth management. I employ a disciplined income approach when managing money. This patient, common sense methodology offers peace of mind to you, the investor, and maximizes the potential for long-term positive returns.

I understand your situation. My clients are entrepreneurs and affluent professionals. As someone who runs his own practice, I understand the value of each dollar and can easily empathize with my clients about their financial concerns and goals.

Trust is important. As an expert in dealing with high net worth individuals, I develop long lasting relationships with my clients, many of whom become my friends. Through countless changes in market cycles or life situations, my clients count on me to provide tangible solutions to the challenges they face. As a testament to my successful long-term relationships and portfolio strategies, my clients frequently refer me to their families and close friends.

Education is key. Investment success requires a breadth of knowledge and experience that is firmly grounded in theory. I have attained my:

• MBA in Finance, Laurier University;
• Post Graduate Diploma in Investment Management, Concordia University;
• Bachelor of Arts Degree (Hons.), York University;
• Certified Financial Planner (CFP) designation;
• Fellow of the Canadian Securities Institute (FCSI) designation; and
• Canadian Investment Manager designation (CIM).

It is paramount that you have a key understanding of your investments and know how I am managing them. I have a well-established track record of educating clients and explaining complex financial concepts to ensure they enjoy clarity, transparency and ease of mind when they invest.