Services

How I Can Help You

My expertise is quality dividend paying stocks and a full variety of mutual funds (both for income and for investments outside of Canada). I offer almost all the mutual funds in the market, but I believe a good streamlined portfolio only needs about 5 to 7 diversified mutual funds in a portfolio. This way you have the expertise of the different fund managers from different fund companies working for you. Getting paid is important in this market, and dividends are the easiest way to get paid whether it be monthly or quarterly. It is a nice addition to buying quality products.

My clients have access to the following products and services:

• Self-Directed Registered Retirement Savings Plans (RRSPs)
• Tax Free Savings Accounts (TFSAs)
• Registered Educational Savings Plans (RESPs)
• Stocks
• Bonds
• Exchange Traded Funds (ETFs)
• Mutual Funds

Now that you have an idea of what I can offer you, feel free to continue browsing the site or head to the contact page to ask me any questions that have not been answered during your visit.