As an investment Advisor, I work closely with client to plan strategies in keeping with clients’ objectives and risk tolerances. As a member of Research Capital’s Private Client Services Group, I provide a range of services offering advice that is completely independent of any bank or other institutions’ in-house products.
In recent years I have worked with many individuals and families, helping them plan for retirement. For most of this group, preservation of capital is of utmost importance and I focus on strategies that provide adequate returns without incurring too high a level of risk.
I believe I can help clients in these uncertain times and would be happy to provide a “second opinion” for those looking for sensible investment strategies.
My Commitment
In summary, the commitment on my part is simple; to provide you with a superior level of service and to add value to the investment management process. I will work, to the best of my ability, to provide you with timely, informed investment advice consistent with your objectives and tolerance for risk. In my role, I utilize my business and professional experience and have the support of the full resources and leading-edge systems of Research Capital Corp.
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