I believe in providing sound advice and great service to my clients. In my world, investing is not gambling. From a numbers perspective, there is always a sensible strategy available. I am a bottom-up value Investment Advisor.
I buy investments if I think they represent good value and are good value. I use fundamental and technical analysis to locate and invest in good quality companies. I hold an investment until my desired target price is reached and then I begin selling to realize the profits. I am a very patient investor with my finger on the pulse of the market at all times!
I have access to many products without bias towards any of them. I create every portfolio from the beginning. All portfolios are created with the investor’s objectives, risk tolerance and time horizon in mind.
All recommendations are customer specific as I DO NOT categorize investors into groups giving them all the same portfolio.
I monitor the markets very closely as I believe it is very important to spot trends quickly in order to advise my clients accordingly and in a timely manner.
When an investor works with me, they are always dealing with the final decision maker on their portfolio. I believe in not only recommending investments to my clients, but also educating them as to what they have and why they own it. Full transparency with regard to fees and any other matters is at all times provided.
Learn how we take care of our clients: Our Client Service Committment To You.
Products and Services
The following is a list of different products and services I offer at iA Private Wealth. If you or anyone you know can benefit from the following extensive list of investments and services please let me know. I will be happy to provide more information.
- Bonds (corporate and government)
- Mutual funds
- Preferred shares
- ETFs (exchange traded funds)
- IPO’ s
- Hedge Funds
- Flow through Shares (provide tax credits) *
- RRSP and Leverage loans
- Real Estate Trusts (REIT)
- High interest savings account
- RRSP and RESP accounts
- Margin Accounts
- Fee based accounts
- Short Selling Accounts
- Segregated funds **
- Insurance (life, disability, critical illness) **
- Health and Dental Insurance ***
- Retirement Planning
- Estate Planning
- Education Planning
- Leverage Strategies
- Systematic Savings/Withdrawal Plans
- Group Benefits ****
- Group RRSPs and Pensions ****
* Important information about flow-through limited partnerships is contained in their relevant Prospectus/ Offering Memorandum. Please obtain a copy and read it carefully including the associated risks and tax consequences before investing.
** Insurance products provided through Hollis Insurance.
*** Health and Dental products provided through multiple carriers
**** Group insurance products provided through multiple carriers