Coordonnées du contact
T : 416.867.6015
TC : 416.867.6107
SF : 1.800.382.9280
161 Bay Street, Suite 2900
P.O. Box 516
Canada M5J 2S1
Vice President & Senior Investment Advisor
A full range of services and investments are available to my clients, including:
No fee self-directed RRSP's, RRIF's and RESP's. RRSP accounts available for US residents in any state. Transfer charges paid on RRSP's and RRIF's for accounts over $15,000.00 Savings, Government and Corporate Bonds, Treasury Bills, Stripped Coupons, etc. Access to over 1,600 mutual funds. Common and preferred shares and Option strategies. Fixed Income. Flexible commission rate for trading accounts. Financing provided for shareholder stock options.
In meeting with new clients my initial objective is to have a clear understanding of the individual's long-term goals and expectations. I will then make recommendations tailored to your individual needs. Whether you are looking for a balanced investment portfolio, a growth portfolio, or a plan that generates income, I will work within your guidelines to develop a comprehensive, long-term financial plan.
Born and raised in Newfoundland I embarked on a career in the financial services industry in 1979 with then Dominion Securities in Toronto. Over the next 23 years I gained valuable experience in various aspects of the brokerage business, and became an Investment Advisor with Canaccord Financial in 1996. My common sense approach to investing and long-term commitment to people has earned the respect and confidence of my peers and clients alike. I attribute much of my success in these relationships to my small town upbringing and bottom up experience in the Investment Industry.
I work with my partner Gary Singh and assistant Sharon Foster to ensure that all my clients receive immediate and ongoing attention to their individual investment objectives.