I have been servicing clients in the investment industry since 1993. Focused on the needs of individual clients and their families, I utilize strategies custom designed to meet their needs. I believe that we should endeavour to oversee our investments using time tested methods that institutional employ. My philosophy of investment includes long-term fundamentals, the assessment of down-side risk through the analysis of investment categories and their correlation, and in the end, ensure there is true and proper diversification. I have a strong understanding and experience of risk control and portfolio construction. When we buy investments, we must understand what they are, what they intend to do, and what they will actually do for us.
I have three active kids and a long record of involvement in my communities, whether it be coaching youth sports in soccer or track and field, or through the Glanbrook Conservation Committee, where we work on projects designed to help nature, and the natural habitat in the region. In addition, I enjoy auto racing, hockey, running, fitness, and my dogs.