RIA: Certified I help people align their investment portfolio with their personal values by taking into consideration the environmental and social issues that are most important to them.
With over 20 years of experience in the investment industry I have helped caution clients from making emotional decisions during volatile times and guide their portfolios through all market environments with the goal of developing long lasting relationships built on trust and integrity.
I utilize a conservative risk optimized strategy to help you grow and preserve your wealth based on your personal circumstances and aligned with your personal values.
The implementation of an additional layer of analysis utilizing Environmental, Social, and Governance (ESG) factors allows you to enhance and broaden the understanding obtained by traditional financial evaluation.
Being a father of two young children and having a love of the outdoors and nature, I have a personal belief about preserving our planet for future generations.
I worry about what kind of world we are leaving to our children and their children.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Other
Provinces Licensed In
- British Columbia
- Ontario