Experience, Accountability, Integrity, Informed Advice, Consistent Communication and Exceptional Personal Service
I am a Senior Wealth Advisor & Portfolio Manager with National Bank Financial, with over 25 years experience. I create customized financial solutions for high net worth clients and their families. I view my role as that of a CFO reporting to you, the CEO of your family.
My Beliefs Regarding Your Investments
I believe that the individual investor has significant advantage over institutional portfolios which lack by their very nature are slow to react and constrained by their size.
I believe that the bulk of the investment products available to the individual investors are too expensive and fail to deliver the forecast results.
I believe that prudent diversification and a flexible asset allocation are the cornerstones in risk reduction, however, a "buy and hold" philosophy is no longer valid in these volatile markets.
I believe that a successful investment plan requires realistic expectations and a means to evaluate progress towards stated goals.
I believe that my team is equipped with the experience and tools to deliver a service experience that will exceed your expectations.
National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada which is a public company listed on the Toronto Stock Exchange (NA: TSX). The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell, the securities mentioned herein. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives or associates may have a position in the securities mentioned herein and may make purchases and/or sales of these securities from time to time on the open market or otherwise.