“Choose a job you love, and you will never work a day in your life.”–Confucius
I have had the very good fortune of working in the financial industry for over 20 years and as an advisor for over 10 years. It's a career that I love. Taking responsibility for the financial well-being of those individuals and families who trust my experience and expertise to give them sound financial direction is both fulfilling and rewarding. This focus requires an ongoing commitment to learning at the highest professional level, being consistently engaged with client needs and acting with integrity.
I believe the concept of client servicing is more than a simple expression of ongoing good will. Client servicing is a commitment to the understanding and meeting of client needs today, tomorrow and into the future. This encompassing attitude entails being fully engaged in the desired well-being of clients and their families. Being a conscientious financial advisor requires a commitment to continual learning and the expansion of client enhancing resources.
As a trusted professional financial advisor in the community, I fully appreciate the privilege of serving my clients and future clients in the most competent fashion possible.
”Coming together is a beginning, keeping together is progress, working together is success.” – Henry Ford
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
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