I have been an Investment Advisor for over 30 years. I focus on conservative, growth and income investments with the occasional spice of a promising small cap.
I have found that as the financial markets become more complex and difficult for investors to understand that there is a need for a return to the basic fundamentals of investing that still hold true.
I am a firm believer in the KISS method of investing: Keep It Simple Silly.
Volatility in the markets reinforces this conviction as stodgy old "blue chips" and dividend payers have held up better than most other stocks over the past few years.
Products & services: RRSP, RRIF, TFSA, Stocks, bonds, options, some mutual funds, some new issues, underwriting through our syndication department.