I have been working with the professional community, CEOs, Corporate Executives and select institutions since 1997. My belief is that "your investments are only as strong and successful as your relationship is with your advisor". Implementing this belief in an ever changing environment takes diligent work to uncover the wants, needs and desires of an investor.

No two clients are 100% alike; however, they may experience similar investment life stages. I draw on those experiences and delve further into the investment psychology of each investor to ensure I am doing what is best for my client and their family through the present and into the future.

My priority is to make the investment process collaborative, educational and an exciting experience for all involved. I want my clients to take ownership of the process and understand it completely. Investing can be difficult at the best of times, but with a customized plan in place, it can be an enjoyable, comprehensive and beneficial process.

One of the most important relationships that you will ever have, outside of your family, is the one with your Financial Advisor. When choosing this Advisor make certain that they hold the same values as you do.

The Toronto Stock Exchange is open between 9:30am and 4pm EST, Monday to Friday and closed for statutory holidays. Your relationship with your Financial Advisor, however, should be free of time constraints and contact limitations. All successful investor/advisor relationships function with this in mind. My goal is to know and fully understand the intricacies of all aspects of my clients' lives. The caveat within this belief is that it is a two way street. Why? All successful relationships must be.

Only you know if my style and process are right for you. I can only suggest that when choosing a Financial Advisor, you do not compromise your core values. You should expand on them and make your future Financial Advisor fully aware of what they are; otherwise, your investment performance could suffer.

My promise is to strive for excellence and to continue earning your trust.