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My Story

Growing up in a single parent family we did not have an abundance of money. From early on I was always taught the importance of earning saving, and spending money wisely.  As I got older, I became more and more interested in the concept of money; how it worked, how it was made, how it grew, and how it was lost. It was the 1987 market crash however that really solidified my interested in capital markets and investing and from then on, I knew I had found my calling.
For more than 24 years I have been helping people reach their most important financial goals. Over the years I have had to navigate though every kind of market condition. From the bubble bursting, the surging metals and mining markets of the mid 2000s, the 2008 financial crisis and now the Covid- 19 crash and bounce that is still far from over. Each bull and bare market are unique, and it takes experience to navigate effectively through them.
In recent years the use of technology has become significantly more prevalent in financial services. Generally, this has been a great benefit to investors unfortunately some financial firms are now taking this too far. Many firms have turned to strictly automated solutions and other forms of Fin-tech that allow them to serve greater numbers but distances them from their clients. In some cases, large companies have put their stakeholders’ interests above their clients. I do not believe that a one size fits all approach is an effective method of financial planning for individuals. Automated questionnaires spitting out cookie cutter portfolios are a poor substitute for personalized service and in-depth understanding.
 I have watched the Canadian banks continue to marginalize average investors and families while only provide the wealthiest Canadians with the service we all deserve. Clearly, I need to be different I need to do what others are not. A commitment to personalized and professional service with a deep understanding of my client’s goals are the hallmarks of my practice.

Questions to ask when choosing an IA