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Senior Financial Advisor
For almost 25 years, I have been helping Canadians achieve their financial and lifestyle goals by providing them with personal financial planning and investment management services. As a Senior Financial Advisor and Assistant Branch Manager at the Assante Capital Management Ltd., 1001 Burns St. E. location in Whitby, Ontario, I draw on the expertise of a team of portfolio, tax and estate specialists at Assante to give my clients peace of mind and the freedom to focus on other important things in their lives. Through this access to in-depth knowledge and expertise, I am dedicated to coordinating and managing my clients' evolving needs, from insurance and retirement planning to tax and business matters. I am a graduate of McMaster University. After receiving my Bachelor of Arts, I obtained my Chartered Financial Analyst designation and am a member of the Association for Investment Management and Research, as well as the Toronto Society of Financial Analysts. Prior to joining Assante Capital Management Ltd.'s predecessor company, Equion Securities, I was a Foreign Exchange Specialist at a major Canadian bank. At Equion, I ran the firm’s innovative Managed Money Research Dept in addition to managing the investment and financial planning needs of a select group of clients. As co-author of the best-selling Top Funds series of books, I have been interviewed on national television and radio as well as appearing in Canadian newspapers. My wife and I are the proud parents of twin boys. Active members of our community, we also enjoy travel and weekends at the cottage. In addition, I am an avid golfer, sailor and runner. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
View published source ↗Our Process
Becoming A Client At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family. To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consulation. Integrated wealth management begins by understanding your present situation and future goals. Whether you have immediate financial concerns or long-range planning considerations, I will help you bring them into focus through detailed discussion and fact-finding. Chances are, realizing all of your goals will demand expertise in a number of financial disciplines including investment advice, retirement planning, tax planning, insurance, and estate planning. I will draw on an extensive network of expert resources to address each facet of your financial life, and develop an integrated wealth management plan that brings harmony and efficiency to the pursuit of your goals.
View published source ↗Our Process
Your investment growth objectives, timelines, and comfort with risk are uniquely yours. Working together, we'll map out a disciplined investment strategy, and create portfolio that reflects your specific expectations and family situation. You'll be able to rely on a personalized investment strategy with the right combination of growth, income, and safety of principal to meet your needs. Over time, you're likely to attain certain goals, and to develop new ones. Changes in your personal situation or the economic environment may also affect your financial targets. As your advisor, I will constantly review your progress, respond to your needs, and provide objective consultation. Together, we will ensure that your wealth plan continues to reflect your goals and ambitions, and that you benefit from professional attention every step of the way.
View published source ↗Our Ideal Client
My practice will not accept a new client unless we are confident that we can contribute significantly to their wealth planning requirements both now and in the future. We also acknowledge that the investment philosophies and processes we believe in are not suitable for every type of investor. We strongly feel that our “Ideal Client” should reasonably meet the following criteria: You are likely 40-70 years of age and are largely dependent on your accumulated business and/or investment assets to fund your retirement. If you are already retired, you recognize the importance of relying on a professional to manage your financial affairs in order to enjoy the rewards of a successful career. You are open minded and are willing to honestly and completely discuss your financial circumstances and objectives. You are willing to pay for professional advice and are prepared to implement it. You choose to be a “delegator”. You realize that you don’t have the time, interest or expertise to effectively manage your financial affairs. You prefer to rely on a qualified professional whom you trust and who understands your needs to assist you in making smart financial decisions. As an investor, you are not a speculator, short term trader or market timer. You are not a stock or mutual fund picker. You believe that a diversified portfolio approach utilizing proven investment processes and strategies is the only way to achieve reasonable investment performance and effective capital preservation.
View published source ↗Office Address
1001 Burns Street East Suite 1 Whitby, Ontario L1N 6A6 Canada
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