Discipline & Key Proficiencies
- Fully Discretionary Portfolio Management.
- Custom Value Investing Strategies for Income and Growth.
- Global Multi-Asset Diversification and Risk Management.
- Opportunistic Contrarian Trading with Extreme Market Volatility.
- Behavioral Investing and Investor Psychology to improve performance.
- Forensic Accounting and Statistical Analysis for investments.
- Managing Your Retirement Income and Cash Flow.
- Intergenerational wealth transfer, Family tax & estate planning.
30 years of excellence in finance
- National Bank Financial Wealth Management – Portfolio Manager (PM).
- 5-Year Finalist – Outstanding Global Financial Advisor (WPA).
- Levesque Securities – Senior Investment Advisor (IA),
- Levesque, Beaubien, Geoffrion – Investment Advisor (IA), Investment Associate