After completing my degree in commerce at UBC, majoring in finance, I have been a wealth advisor for more than thirty years. More than twenty of those years have been with National Bank Financial Wealth Management. Originally in the dual capacity of Branch Manager and Advisor, for the better part of a decade, I have been focusing exclusively on providing wealth management advice to a select group of people I am grateful to call clients. Like the investing style, the relationships tend to be long term and there are several client relationships that have spanned generations.
I became a Portfolio Manager in 2007 and launched my Growth and Income Basket in May of that year.
My quarterly newsletter, The Prophetable Investor, has been around as long as I have been in the business and is available on my website. I also publish a quarterly basket report.
I have lived in White Rock for as long as I've been in the business.