After graduating from the University of Alberta with a Bachelor of Science degree in Civil Engineering and working as a Civil Engineer, I made a career change and became a Financial Advisor in 1999. I work with Raymond James Ltd., a wholly owned Canadian subsidiary of Raymond James Financial, Inc., and one of the larger global independent investment firms with operations in 6 countries around the world. Raymond James is one of the few remaining independent investment firms. There is absolutely no pressure or incentive to sell Raymond James Ltd. proprietary investments or any other investment product. I am free to offer what I believe to be the best investments and retirement planning strategies to you.
I have completed the Canadian Securities Course, Conduct and Practices Course, Professional Financial Planning Course, Options Supervision Course, Wealth Management Techniques Course, Effective Management Seminar, Hedge Funds Seminar, and Branch Managers Course, and am licensed as a Branch Manager and supervise the activities of two other Financial Advisors. I have also obtained the Financial Management Advisor designation. Through my work as a Financial Advisor and my continuing investment services related education, I have attained the Fellow of the Canadian Securities Institute designation with course work including advanced training in investment, tax, estate, and retirement planning. The Fellow of the Canadian Securities Institute designation is the most senior designation available through the Canadian Securities Institute and this designation is reserved for financial service professionals who meet the highest standards in advanced education, ethical conduct, industry experience, and endorsement from peers.
I have a passion for retirement planning and helping people make important decisions with their long-term savings. I assume that there will continue to be long periods of time when the stock markets do not provide positive returns. This key assumption leads to creative and profitable investment solutions and I position my clients' accounts so that they have the opportunity to do well regardless of the direction of the market.
My objective is to work with you to engineer a portfolio that will withstand market shocks. I use time weathered advice and comprehensive retirement planning software to clarify your retirement income goals and implement a strategy to ensure your objectives are met. I look forward to providing you with an investment and retirement map so that you can relax and enjoy your retirement with the understanding that you are very well taken care of.