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Investing has been a life long passion that I have pursued throughout my educational and professional endeavours. As an aspiring philanthropist, I enjoy giving my time to the Edmonton Autism Society as Vice President.
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Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal
risk profile and the required investment returns to meet your goals. I establish and
deliver on your personal plan through a disciplined process. Through this process I
closely monitor your portfolio and advise you on the required actions to keep it on track
to meet your long-term goals.
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Service Approach
Trust is the most important factor in a successful advisor/client relationship. I am
committed to providing my clients with objective analysis, professional advice, and
prompt service on the financial issues that are of importance to them.
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Trusted Advice
Trusted advice is the cornerstone of my business. The industry-leading expertise and
personalized solutions I deliver to my clients are the basis of that trust, and of our mutual
success.
Total Financial Solutions: I am backed by a team of specialists within ScotiaMcLeod, as
well as from Scotiabank and Scotia Private Client Group. This allows me to access the
required expertise to provide my clients with a comprehensive financial strategy that
addresses all of their needs and goals.
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Mailing Address
10104 Suite 2000
Edmonton AB
T5J 0H8
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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