Trusted and Personalized Total Wealth Solutions

I want to create relationships that are based on the cornerstones of trust, open communication, honesty and commitment. I strive to create and preserve wealth for my clients. I believe that each client is unique and I want to provide investment solutions that are as unique as my clients.

Investment Philosophy and Process

My objective is to help realize my client’s dreams and goals. I work with investors to provide solutions that will help their finances meet their dreams. I create custom tailored portfolios, designed to meet their financial, risk and long term needs. This portfolio is not static; it is constantly monitored, revised and changed to meet current market conditions. This process can incorporate financial/retirement planning, insurance, tax and estate planning. I keep investing clear, simple and straightforward. It is this no nonsense approach that keeps goals clear and in focus, and facilitates open dialogue.

Service Approach

This is a service business. I believe in being prompt and timely in my responses to all inquiries. I am there for my clients and am available for meetings and conversations. My clients are the reason I am in business and I believe the best way to service them is to be available. Communication is my most valuable tool to build the relationships I value so highly.

Trusted Advice

I focus primarily on Investment Management and advice, this area is my specialty. I want my clients to have expert advice in all areas so I draw on the team of specialists within Scotia Wealth Management to meet your specialized needs. I want the best for my clients and Scotia Wealth Management can deliver a wealth of expertise, while allowing me to remain the single point of contact for my clients.

 

Important Information | Privacy Policy | Legal | Security | Adobe Reader
Copyright ©2018 The Bank of Nova Scotia. All Rights Reserved.
Web services provided by The Iconic Group


® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.