Working for you since 1984.
Growing up in the diplomatic service gave me an opportunity to learn about countries and people far and wide. It also gave me a true sense of the importance of family. This carries on in my business as I serve my family of clients and the needs of their families. No two families are the same and thus no two clients are the same. The importance of that individuality is a cornerstone to the conservative style we use. We get to know you and the needs you have.
Investing is a way of securing the goals that you have for the future and we treat them with the importance that you have. You are not a stranger but an integral part of the investment process. The key to success is communication for us. The long path of investing success is not made overnight but by diligent effort over a slow steady path of careful thought and choices. Together we work to make sure that your future is better and stronger.
A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.
As a CIBC Wood Gundy Investment Advisor, I can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.
Capitalizing on the strengths of CIBC, I have access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.
Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. CIBC Wood Gundy's personally-tailored solutions extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, I can help meet all aspects of your financial situation throughout your lifetime.
