Business and Investment Philosophy
Accumulating wealth and financial freedom requires creativity, skill and perseverance. Using a philosophy of long-term investing that emphasizes planning to determine unique needs and individual risk tolerance, clients will have confidence that all of their financial and retirement goals can be achieved.
Marc focuses on providing exceptional client service that is unparalleled in Nova Scotia. As a trusted Investment Advisor with the utmost integrity, his client base includes corporate professionals, high net worth individuals and business owners.
He promotes a long-term approach to investing and emphasizes planning to help his clients determine their unique needs and individual risk tolerance.
His investment philosophy includes:
• preserving capital as being of the utmost importance (not losing money is as important as making money);
• understanding each client's unique needs and circumstances before recommending any investment product;
• quantifying each individual investor's risk tolerance;
• developing a long-term investment strategy, and re-assessing that strategy on an on-going basis;
• preparing an appropriate asset allocation model to meet each individual's unique profile;
• implementing a program of consistent, ongoing communication and follow-up.
Marc believes this philosophy will help his clients meet all of their financial and retirement goals in today's markets.
Marc's clients have confidence and peace of mind knowing an experienced professional is guiding their financial futures. Utilizing the financial strength, advanced technology and global knowledge of CIBC Wood Gundy, allows Marc to develop and implement innovative solutions suitable for his clients' individual situations.
In addition to providing investment advice and selling securities, Marc is qualified to sell life, accident and sickness insurance, and perform comprehensive financial planning.