Services


A few of the areas in which I may be able to assist you are as follows:
- Retirement Plans
- Portfolio Design
- Investment Recommendations
- Mutual Funds, Bonds, GICs, RRSPs, etc...
- Portfolio Monitoring & Reporting
- Tax Efficient Plans
- Severance & Pension Investing
- Investment Seminars & Courses
- Quarterly Newsletters & Websites Referance Library
Being highly trained and well experienced in the fields of investing, and portfolio design, allows myself to help my clients make good financial decisions, and set up and maintain suitable programs to achieve their personal financial goals.
|