416-581-0081 ext. 208
My goal is to help professionals and entrepreneurs protect and grow their wealth as they transition into retirement. My investment style is to build a core portfolio of stocks in companies that consistently grow the book value of shareowners’ equity. This process combats emotionally biased stock picking, produces growing dividend streams, and elevates investor confidence. I also provide my clients with customized, comprehensive planning services designed to address all aspects of finances and grow total net worth as effectively as possible.