|My Driving Principle
To help my clients by enhancing their peace of mind and financial security by prudently growing and protecting their wealth.
I have been married to my wife, Catherine, for over 20 years and I have been in the financial services business for over seven years.
For more than 25 years I have been investing in markets via mutual funds. My professional education includes:
Canadian Securities Course (CSC)
Handbook of Professional Conduct (HPC)
Professional Financial Planning Course (PFPC)
Level Two Insurance License
Computer Programming Certificate from Seneca
B. Sc. in Chemistry from Bishop's University
In addition to my educational background, I also have personal interests in Tai Chi Chuan, Chi Kung (Chinese meditation system), Live Theatre and volunteer work for the Arthritis Society.
I have achieved a level of public speaking proficiency by achieving through Toastmasters International my CTM (Certified Toast Master) and CL (Competent Leader).
My humour has been described as "Wise Wit". I make your head laugh while I slip a message into your heart.
Socially responsible investing
My Core Investment PhilosophiesPeople focused not product
Keep it simple
Have a plan and follow it
Pay yourself first not last
Create an investment mix that is balanced
Don't use short time frames to define success/failure
Investing is a marathon, not a 100-yard dash
Success is time in the market not market timing
Difficulty periods can be good buying opportunities
Use quality products. Not flavour of the month
Invest with tax consequences in mind
Six Compelling Reasons to Invest with MeI strive to understand your total financial situation
I take a balanced approach to investing
Ease of contact
Regular communication with performance reporting
Knowledge of products and services
I believe in education and upgrading my skills