Frequently Asked Questions

If your Frequently Asked Questions  are not answered below, give me a call.

1.      What are the investment philosophies that you adhere to?

         I believe in the Warren Buffett philosophy of buying strong companies in a well-managed, pooled portfolio and holding and adding to share balances to create increased value.

2.      What is your principal investment stragegy and how does it differentiate with other advisors?

         I believe in real wealth management that focuses on the process of after-tax efficiency of net dollars on your balance sheet/net worth statement.

3.       Is there a risk with the investments I place with you?

         There is short-term risk with any investment due to fluctuations in the market place.  High quality CORE holdings with good management reduces risk of permanent loss.

4.      What are the types of investment choices I have with you?

          I am an independent advisor with a wide range of choices in the market place using well-diversified funds that creates real wealth over time.

5.      What do you specialize in?

         The strengths are the effective use of RRSPs and estate planning throughout the transition from your working career to retirement.

6.       What is your demographic range for investors?

          My client base is not specific to any demographic.  I have a CSA, Certified Senior Advisor designation, and with ongoing courses, my clients range from those wanting to start the investment process to those dealing with estate and retirement planning.

I recommend a personal meeting to discuss these FAQs.