Active Investment Management
YOUR FRIENDLY NEIGHBOURHOOD CHARTERED INVESTMENT MANAGER
Welcome
I am a Chartered Investment Manager in Canada, dedicated to helping Canadians manage their investment portfolios. My comprehensive financial planning services include active portfolio management with regular re-balancing, insurance as protection but also a wealth development tool, and estate planning. I provide diversified portfolios tailored to your specific investment needs to help you achieve your financial goals.
Types of Clients I work with
I have two types of clients. Some take a more active role with their portfolios and we talk every month or two for re-balancing and then the other type of client likes the easy rainy day portfolio with little maintenance. We can advise you no matter what your style is and do it in a way where we are always sensitive to fees.
A bit about our Investment Strategy
I started with investing clients in to Mutual funds, then moved to including stocks and ETF's. I now use a comprehensive portfolio of all 3 bringing the best of each together. I have a passion for helping Canadians achieve their financial goals through personalized investment portfolio management. My team is dedicated to staying up-to-date on the latest financial trends and strategies to ensure we provide the best advice and services to our clients. Whether it be stocks, mutual funds, ETFs, or Bonds, we can help with a breadth of experience.