My 25-year career has been entirely in the financial markets. I began my career working on the floor of the Toronto Stock Exchange in 1986 and for the next 13 years I traded hundreds of millions of dollars worth of stocks and bonds. A major step in my career was in the mid-nineties when I spent 6 years overseas as a Director of Sales & Trading with CIBC. I have tremendous experience having worked through four major stock market cycles and I have a deep understanding as to how the global economic machine functions.
I have been a Wealth Advisor to individual clients and corporations since 1999.
I continue to upgrade my skills as is reflected in my certifications as a Certified Financial Planner; a Canadian Investment Manager and as a Licensed Life Insurance Advisor. I am a market researcher, not a salesman, who thrives on managing money for my clients by building solid, income-oriented portfolios with good potential for growth. Above all, I understand the needs of my clients and I know how to protect and grow their wealth.
Commitment: I will manage my client's wealth as if it were my own by exercising the utmost prudence and with only their financial well-being in mind.
Goal: Be a key financial partner to my client's families.
Mission: Build and preserve my client's wealth so that they can focus on what is most important in their lives.
I am backed by a team of Estate Planning and Insurance Specialists within Manulife Securities that help me to provide the highest level of wealth management service.
