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About Active Investment Management

As a Chartered Investment Manager in Canada I work with Canadians to manage their investment portfolios. I don't just manage investments however, I am a comprehensive financial planner and can also help with;

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  • Life insurance

  • Critical Illness Insurance

  • Long Term Disability Insurance

  • Written financial projections/plans

  • Estate planning.

 

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When I take on a new family, household or small business, I access, recommend, and implement by;

  • Giving them a written financial plan

  • Selling the insurance products needed 

  • Implementing the recommended portfolio.

 That's not where my services end, but rather where they really begin!!!

Stock chart displayed on computer screen, used by financial advisor for analysis.

The markets move a lot and fast now and that applies to daily moves compared to daily moves years ago and it's the same for quarter to quarter changes, much bigger and more volatile moves these days compared to years ago. My goal is to advise you on the part of your portfolio that you want actively managed and I will take advantage of the market volatility for you to enhance return and build wealth.

Stock market data being reviewed by a financial advisor at a desk with multiple screens.

My Background

As a Chartered Investment Manager, I have years of experience in managing investment portfolios. I have earned multiple certifications in investment management culminating with the CIM - Chartered Investment Manager. My specialization lies in creating custom investment strategies based on my portfolio design and regular re-balancing and customized to individual client needs.

Who I Help

We help clients in Canada looking for financial services

 I work with Canadians who are looking to get their money working smarter with a more actively managed diverse portfolio approach. I specialize in helping clients who want a customized investment strategy that aligns with their global views and personal risk tolerance.

How I Do It

We have the comprehensive financial planning tools

I take a personalized approach to financial planning. I begin by understanding your financial goals and risk tolerance, and then work with you to create a customized investment strategy. I continually monitor your portfolio to ensure it aligns with your goals.

What's in It for You

We ensure that our clients are satisfied when it comes to the investment and plans

You will have a chartered Investment Manager on your team. I will help you manage your investment portfolio, as well as provide guidance on insurance and estate planning. With my expertise, you can feel confident that your financial future is in good hands.

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