Mission Statement – I will make a measurable difference in global prosperity by enabling a few talented people to maximize and share their individual wealth.
Background – I am very fortunate to have been exposed to bottom line responsibilities in large corporations, as a small business owner, and in a senior position in a private firm. Combined with my investment experience, this diversification has allowed me to learn about real people and real life situations.
Attributes – Work harder than competitors – Never give up – Always put the client first – Challenge the accepted normal.
Key Goals – To help entrepreneurs maximize their potential – To provide a 3-5% higher investment return than clients could achieve anywhere else – To help business owners make a more meaningful connection between their wealth and their lifestyle.
Ideal Client – Business owner – Have already experienced some success – Takes a conservative and practical approach to their business and money – Care about the well being of their family – Have the capacity for strategic thinking – Focused on a bigger future.
Education - Business Management degree, Industrial Management college diploma, Public Administration college diploma, Chief Power Engineer certification.
Industry Licences - Investment Advisor (IA), Portfolio Manager (PM) and Branch Supervisor. Fully licensed in the Securities field and holds Canadian Investment Manager (CIM).
Contributions – Current and past efforts include: KEDCO (Kingston Economic Development Commission) Board of Directors, Industrial Commission, Committee of Adjustment, coaching minor sports, Rotary Club Executive, United Way Company Chair, Hospice Board of Directors, Boys & Girls Club Board of Directors, St. Lawrence College Advisory Board, KGH Gala Presenting Sponsor, Kingston Alternative Energy Cluster.