Paying proactive attention to asset allocation, stocks and the markets, I can help you reach your financial goals. When you entrust me with your capital, I am fully committed to making it work for you.

Whether your plans centre around retirement, funding your children’s education, traveling the world, or starting a new company, I have the skills, principles and positive outlook to help you make them happen.
 

My Investment Philosophy

Here are some beliefs that guide my investment approach:

• It is better to follow gainers, not losers — because you always get what you focus your attention upon.
• Good stocks are not enough: you also need good timing.
• In the words of noted investment strategist William O’Neil, you should not invest for the moment, but for the future.
• It is never wise to hang on to losers; get out before you lose too much.
• You must know the businesses you are investing in.
• If you cannot prevent mistakes, correct them quickly.
• It pays to know the warning signs of trouble.
• It is better to be happy with many small increases than to try to “win the lottery.”
• There is always something that works, even in a bear market.
• Common sense pays off; for example, investing in essential supplies people will always need.
• It is always worth investing in real innovation.