For sixteen years, I have provided advice on investment portfolios for pre-retirees and retirees seeking to protect - and grow - their hard earned wealth. I take a consistent and disciplined approach to advising and investing in order to help my clients, at whatever stage of life, achieve their individual goals for retirement income and estate planning.
As an investment professional, I provide insightful independent guidance; meet with my clients regularly to proactively keep them informed and confident in their long-term plan; make myself available as a reliable, knowledgeable resource; so that the approach I take for all my clients is holistic and the service is nothing but exceptional.
Each client's goals, circumstances, and preferences are unique. I provide a customized and personalized wealth experience to assist you in reaching your financial security as the ultimate outcome.
With over 100 years of experience, Research Capital is a full service, independent, Canadian investment dealer, serving both private and institutional clients with locations throughout Canada. We have the stability and longevity for you to be confident that your investments are secure. From advisors and portfolio managers who really understand your investment needs to research analysts and investment bankers, Research Capital offers the experience and insight you can expect from a top-notch investment dealer.
We do not manufacture our own investment products and have no incentive to favour one investment product over another. We have access to virtually every investment instrument available in the North American markets, and we provide completely independent advice about what best serves you.
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