RBC

I have been an Investment Advisor for over 25 years and throughout my career, I have worked in Edmonton, Lethbridge, England, Halifax and now Charlottetown, gaining valuable experience along the way.  Since 1993, I have also been a Vice-President of RBC DS and am currently Chair of the Investment Industry Association of Canada (IIAC), which regulates investment advisors and investment firms in Canada. Over the years I have used my experience to create strategies aimed at providing the maximum benefit for my clients.  I use a value based approach which I consider to be the most beneficial in achieving my clients' long term goals.  In my work as an investment advisor, I deal with individuals, corporations and institutions with a net worth of $250,000. or more and I specialize in designing "income portfolios" for clients retiring shortly and "growth portfolios" for clients who want to grow their investments in preparation for their future retirement. I understand that high net worth individuals have worked hard, throughout their lives, to accumulate wealth and it is my goal to deliver stable long term returns with as little risk as possible. Let my experience provide you with advice you can trust. I look forward to serving you in the future.