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I specialize in treasury and fixed-income management for institutions.
My unique background as an institutional bond trader allows me to add significant value to the organizations I advise.
The fixed income market is an over-the counter market, where knowledge and expertise makes a very real difference.
I can help your organization with:
> Product selection
> Investment policy
> Term considerations
> Reporting requirements
> Macroeconomic forecasts
> Product sourcing and availability
> Cash flow management
RBC Dominion Securities is the leading fixed-income investment firm in Canada.
We able to offer the highest level of selection and pricing available.
Please call to find out more… |
I also provide a complete wealth management service to individuals and families.
My wealth management process begins with an in-depth analysis of the tax and estate planning strategies that may be of benefit to you.
The next step is creation and management of a portfolio designed to meet your individual needs.
I can help your family with:
> Portfolio creation and management
> Investment policy statements
> Financial planning
> Estate planning
> Investment tax planning
> Insurance analysis
> Consolidated account reporting
> Investment education
My focus is squarely on risk management in my clients’ portfolios. I believe risk management is essential to long-term investment success.
Please call to find out more…
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The financial markets are responding to the demands of an aging baby-boomer population with a flood of products and perspectives related to money management.
The result is that Canadians are currently inundated with a wider range of choices around investing, financial planning, wills and estate planning, risk management, insurance solutions and banking services than ever before.
With choice comes complexity. That's why it's important to have the right team of financial professionals who are committed to understanding your personal goals and requirements while providing the leadership that will help you navigate this dynamic financial landscape, develop rational and appropriate investment strategies and mitigate risk.
Your strategies may be complex, but the logic and purpose that drives them should be straightforward and crystal clear.
You have spent a lifetime building wealth- let me present to you a comprehensive network of analysts, economists, traders and investment strategists at RBC who will work to preserve it.
I provide guidance and expertise across all aspects of the Wealth Management Process- together we can clarify goals and pinpoint strategies that will grow and protect your wealth, providing you the peace of mind you have earned.
Welcome to my site. Please feel free to browse.
-Stephen
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