FCSI, CIM, CFP, EPC
within a fully Integrated
Personal Financial Service
Review your plan with view to improve
Collaborative Management
We'll work together for best selections
Signposts along Market's Way
Notes on market's progress as it happens
Secure Investment's best value
Special positions that rise and will not drop
plus a separate financial resource
Life Insurance
Term. Whole. Universal
Individual Disability Insurance
Judged to be best in class. Group as well
Critical Illness Insurance
Lump Sum Benefit to pay expenses
Long Term Care Insurance
Can prepay within other policies - no medical
Qualifications and Experience
Registered Investment Advisor
Over 25 years of Careful Client Consultation
Fellow Canadian Securities Institute
Awarded for education, ethics, experience.
Canadian Investment Manager
Guiding Personal Income Growth Portfolios
Certified Financial Planner
Enabling a total approach to financial needs
Elder Planning Counselor
Able to advise on full range of elder needs
Independent Life Insurance Agent
Able to offer best insurance policies available
On the Nature of my Investor Service
Investment Advisor with over 25 years experience
In serving my clients I like to ...
- Relate with a collaborative approach
- Respect the need for continuing client awareness
- Guide according to clients style and objectives
- Use timing techniques learned over the years
- Make full reference to research resources.
I also believe it is important each person have a financial plan. As a Certified Financial Planner, I am able to assist in plan development.
Plan Your Own Strategy
- Together we will develop your plan to meet the needs of your lifestyle, budget and objectives
- I will strive to ensure you understand available choices as suitable investments for you
- Thus equipped we will design a portfolio your personal profile and aspirations require.
Portfolio Design for Your Needs
With collaboration we'll choose the right asset mix suited to the character of the desired portfolio. This will result in investment allocation among the five portfolio sectors of:
- Cash reserves for pending needs or timely investment purchase.
- Low and no risk components such as bonds and guaranteed equity annuities.
- Conservative modest risk income items such as utilities or stable senior income trusts and ETFs.
- Higher yielding securities with variable price behaviour as with energy trusts.
- Diversified selection of quality common stocks offering good growth prospects.
Trusted Resources + Technical Timing
- Professional research assessing company securities suitable for portfolio inclusion.
- Timing techniques of' Technical Analysis is very important to guiding investment decisions.
Collaborating for Your Choice
- Close contact is vital to maintain portfolio aligned to your circumstances and changing markets.
- Collaborative assessment is responsible for your understanding before consent to any transaction.
Through analysis and discussion, a carefully constructed financial plan reflecting your wishes and values, may provide for required income and asset protection in event of death, accident, serious or chronic illness by your consideration of life. disability, critical illness, and long term care insurance, according to need and for peace of mind.
Would you like to know more?
Please give me a call at
416-461-8181 or 800-730-6154
Advisor with, IPC Securities Corporation, Member Canadian Investor Protection Fund and IIROC.
Toronto Office, 451A Danforth Ave., Toronto ON, M4K 1P1
