The Advisor you can Trust

There are specific forms for each type of account that we will fill out together. They will be sent to your current broker so it will be almost effortless for you. You don't even have to contact them directly.

In most cases there are no fees or they are minimal. For the cases where I believe there might be fees to transfer the assets we will choose to transfer "in kind" ( you will have the same funds transfered) and then we will work with the account so that we minimize or eliminate any fees when we re-structure the portfolio.

I have been with the Berkshire Group (now Manulife Securities) building my client base since 2001. I have no intention to leave the company. If I decided to move to another company you would certainly have the choice to move your accounts with me at the new financial institution or stay with Manulife Securities. If I left the industry I would make sure you would be serviced by another competent advisor.

The Canadian Investor Protection Fund covers customers of Members who have suffered or may suffer financial loss as a result of the insolvency of a Member. Such loss must be in respect of a claim for the failure of the Member to return or account for securities, cash balances, commodities, futures contracts, segregated insurance funds [or other property] received, acquired or held by the Member in an account for the customer.

Plese check www.cipf.ca for details.

According to your needs you can be referred to professionals from our network of trusted associates such as accountants, notaries, mortgage brokers, real estate agents, lawyers etc.

Absolutely. Upon request you will be assigned a User ID and PIN to log in our protected Web site.

To be able to provide quality service to my customers there is a minimum investable amount of $200,000. This could include transfers from other instititions of other assets like open accounts, retirement funds etc. We can make exceptions for investors with high disposable income and with real potential to reach this amount soon.

As an Investment Advisor with Manulife Securities Incorporated I am registered with 

The Autorité des marchés financiers (AMF) and 

Investment Industry Regulatory Organization of Canada (IIROC)

The Autorité des marchés financiers (AMF) is the body mandated by the government of Québec to regulate the province's financial markets and provide assistance to consumers of financial products and services.

Investment Industry Regulatory Organization of Canada (IIROC) the national self-regulatory organization for the Canadian securities industry, regulates more than 200 Member firms across the country.

If you are self employed or an associate of a firm we will work with you and your accountant to insure you benefit from the best financial planning for you and your company.