Tenets of our partnership
My primary focus is on building a strong rapport with you. I start by giving you my unwavering commitment to provide full service and to keep you on the path to realizing your life goals. I uphold those commitments by:
Keeping things simple. I help you understand the complexities of investing and provide straightforward advice that enables you to focus on relevant issues and make informed decisions.
Seeking modest returns. My job is to keep clients on track, minimize taxes and put aside money each year until they retire. It isn’t how much you earn; it’s how much you keep.
Keeping my promises. I promise to provide honest and transparent service. I also resolve to cut losses if a recommended investment doesn’t go your way.
Managing risk. By thoroughly analyzing risk and then actively managing it, I ensure that each investment matches your goals, investment timeframeand risk tolerance.
Investing intelligently. That may mean going to all-cash, selling unprofitable positions or continuing to buy and hold quality stocks.
Aligning our interests. I do more than put your interests first. I usually invest in the same securities I recommend to my clients.
Thinking independently. I’m an independent thinker working at a leading independent, global wealth management firm.
Keeping fees low. I have a vested interest in the health of your investment portfolio because my business is primarily fee-based. I do not charge commissions. I will, however, gladly do transactional business if requested.
Seeing the big picture. Investing is an ideas business, one that requires me to be open-minded and see the big picture without losing sight of the details.
Offering comprehensive services. From financial, estate* and retirement planning to portfolio management and generational wealth transfer, I offer you the full range of services.
Moving around the board. I use a variety of investments in a multi-disciplined strategy while relying on quantitative, fundamental and technical analysis to back up my recommendations.
Being easy to reach. I believe you should be able to contact the person who manages your money at all times.
*Wealth & estate planning services are offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.