Reaching your goals
HELPING YOU ACHIEVE YOUR GOALS
If you can invest by cell phone, the Internet, discount brokers and through day trading, why use the advice of an Investment Advisor like me?
There are more Canadians who rely on professional advice than investors who don't. Here's the reason why. Like you, they've learned that going at it alone isn't all that it's cracked up to be. A professional can add significantly to your portfolio — not to mention offer you peace of mind. For many, it's worth the price.
The role I play with clients is a simple one. I help you make decisions objectively and in the context of your other holdings. A systematic approach to investing plays a vital role in the success of your portfolio. Too often, investors make investment decisions without considering the impact on their portfolio as a whole. Without professional advice, they tend to weigh their portfolio heavily with securities they "like" instead of investments that meet their needs to save, plan and protect. I'm here to help you make decisions based on a system that works in your favour to help achieve your goals.
My approach to this serious challenge is very simple. I treat every client's portfolio as if it were my own. With this approach, you can always be sure my motivations are aligned with yours. My goals are: to protect your capital to the greatest extent possible, to invest your money to work for you and to communicate with you about the strategy that'll help you achieve your goals.
If you want to know more about the value I bring to your investment program, please don't hesitate to call me.