Throughout more than 40 years as a financial advisor, I have been helping individual clients and their families manage their wealth. I give every client individual attention, and manage everything from small accounts for grandchildren to accounts in excess of $5,000,000. When meeting with clients I pay attention to their individual goals, and help them develop a plan that is in line with their tolerance for risk. I have many satisfied long-term clients, most of whom have trusted me to help them manage their money for 10-25 years or longer. My investment philosophy is to buy a diversified portfolio of quality companies that provide cash-flow through dividends with the potential to sell when there have been adequate capital gains (profits).
I am a recipient of the industry's highest award, the Distinction Award (1990) and am a Past President and current member of the Association of Fellows of the Canadian Securities Institute (FCSI). I have also been actively involved in the Weizmann League, the United Jewish Appeal, B'Nai Brith, Toronto-Eglinton Rotary Club, and the Adath Israel Synagogue.
Please contact me if you would like to have a free, no obligation meeting to discuss your needs. I would be happy to see if I can help you and your family reach your long-term financial goals.
Portfolio Manager, Financial Advisor
Senior Financial Advisor Assistant
40 King Street West, Suite 5300, P.O. Box 415
Toronto, Ontario, Canada M3H 3Y2
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