About Us
There are four distinct services we provide in order to help you achieve peace of mind:
- Investment management
- Financial planning
- Estate planning services
- Identify Tax, Legal, Credit & Investment Banking Matters
As part of a team at CIBC Wood Gundy, it is my responsibility to coordinate & deliver, follow-up, and solicit feedback on all of these services to ensure client satisfaction. Planning for each of these services will provide you with a sense of direction and peace of mind, knowing that you have set attainable goals and realistic steps to achieve them. Having someone follow up with you at regular intervals ensures that your plan will not easily go off course.
Investment Philosophy
Making investment decisions is something I embrace, my commitment to understanding and explaining to you the path we are on. My passion drives me to stay informed, enabling me to deliver perspective, sharing current and historic information that is relevant to you. The benefit to you is understanding the process and achieving peace of mind. I deliver a realistic perspective on investing opportunities, fully appreciating the risks involved and how best to mitigate them; through the lens of a business owner & entrepreneur, not a salesperson.
Our goal is to help you articulate your needs, goals and objectives to ensure there is understanding. Being transparent and clear in all elements of our relationship including fees, performance reporting & risk assessment is critical to us.
Client Service
We pride ourselves on the frequency that we speak with our clients. With quarterly portfolio reviews as well as regular check in calls should an opportunity arise, we ensure our clients know exactly where their investments stand and have comfort asking us questions. There is full transparency in all elements of our relationship including fees, performance reporting and risk assessment. This is critical.
