Customized Solutions

You're not the same as everyone else - so why should your investment plan be the same as theirs? I use a variety of different investment options to create portfolios that are as unique as you are.

Choices

GICs

A GIC is a secure investment that guarantees 100% of the original investment, while earning interest at a fixed or variable rate, or based on a specific formula. GICs are insured against issuer insolvency up to $100,000.

Mutual Funds

A type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets, with the goal of creating income or capital gains.

Annuities

An annuity is a contract between the investor and an insurance or investment company that requires the issuer to make payments to the investor, either immediately or in the future.

Alternative Mutual Funds

Alternative mutual funds ("liquid alts") provide for greater usage of derivatives, leverage, and short selling than conventional mutual funds as well as a greater single issuer concentration.

Segregated Funds

The insurance industry's version of mutual funds - they offer investment capital appreciation and life insurance benefits, like maturity and death benefit guarantees.

Exchange Traded Funds

A type of security that tracks an index, sector, commodity, or other asset, but which can be purchased or sold on a stock exchange the same way a regular stock can.

My Approach

Whether your goals are near-term, long-term, or a combination of both, my focus is on creating an investment plan that matches your willingness and ability to tolerate risk in the securities markets.

I can select from among the best Canadian-manufactured products - from GICs and annuities to mutual funds, alternative mutual funds, segregated funds, and Exchange Traded Funds - to create a customized portfolio that truly fits your unique needs, personality and circumstances.