My investing credentials extend beyond what any one individual will typically offer. They include the Chartered Financial Analyst (CFA®), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations. As a Portfolio Manager, I am qualified to provide discretionary portfolio management, which means:
I create a customized Investment Policy Statement for you defining your objectives, risk tolerance, financial structure, asset allocation and diversification guidelines.
Your trust empowers me to take advantage of opportunities and avoid risks without waiting for your permission on trades.
One single, asset-based fee includes all wealth planning services. You may be able to deduct fees on non-registered investment accounts at tax time; consult your accountant.
As an investment counsellor, I am:
A specialist in advising high net worth and ultra-high net worth clients.
Obliged to follow an established, highly disciplined investment process.
Supported by a high degree of due diligence in asset allocation and stock selection by world-class money managers who oversee my portfolios.
Limited to advise a small number of clients so I can spend more time serving your needs.