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My Commitment To You

Your goals and aspirations are my primary focus in building a relationship of trust.

The cornerstone of my commitment is defined by your needs and they lay the groundwork for your customized solution. I’ll work diligently on your success with our generations of experience and best in class wealth management solutions.

Staying informed and keeping you up to date is a mandate that cannot be underestimated. Making no assumptions about who you are and where you want to go, is pinnacle. I believe ongoing communication will ensure a clear understanding.

Investment Philosophy

Provide a higher level of comprehensive financial solutions that focus on the capital preservation and growth of my client’s assets in the long-term.

My holistic approach encompasses the fundamentals of Professional Financial Planning that include in depth Retirement Planning, Investment Planning, Corporation Investment Management, Strategic Philanthropy, Insurance Solutions* and Estate Planning*.

I’ve spent my career building clear paths to retirement that empower you to plan for the important milestones in your life. Together, we will make it happen.

*Through Canaccord Genuity Wealth & Estate Planning Services Ltd.

Who We Are

A culture of partnership

Canaccord Genuity Wealth Management is Canada’s preeminent wealth management firm, focused on providing best-in-class wealth management strategies and capabilities. Our Investment Advisors are backed by a wide array of resources and specialists who work together to build a customized plan to align with your goals and help you succeed.

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Our Values

Driven by your success

You are unlike any other investor in the world. That’s where we start. Our entire model is built around you — your goals and your vision of success. To us, each situation is unique and deserves a customized and tailored solution to help you achieve your goals, as you define them.

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Please contact us today to learn more about our solutions and services.