Welcome. As an Assante advisor my goal is to help my clients achieve financial independence and the kind of life they want to live.

I do this by developing comprehensive and personalized financial strategies tailored to their personal dreams and goals.

Behind me are the resources and expertise of Assante, one of Canada's largest independent non-bank owned financial services firms. As your Personal CFO^TM I offer integrated and comprehensive financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning.

As an Assante advisor, I believe every client deserves exceptional service. That's why I get to know my clients - their jobs, their family, and their aspirations - and pride myself on delivering financial solutions to simplify and enhance their lives.

Please take the time to browse through my Web site. On it you'll find important information about:

• What to look for in an advisor and how Assante's unique combination of personalized service, expertise and choice is hard to beat
• What to expect from me as your Personal CFO^TM - my background and expertise
• What sets Assante apart from other financial services firms - our history and how we've grown rapidly across Canada by delivering wealth management solutions

Thank you for visiting my Web site. I believe every family can have a better quality of life with the help of an Assante advisor. Please contact me at your convenience to find out how I can help you achieve your dreams.

SPECIALTIES

- Comprehensive financial and retirement planning
- Wealth management and estate planning
- Portfolio analysis and investment management
- Fixed income, mutual funds, and equity analysis

EDUCATION

- BA, High Honours in Law, Carleton University, Ottawa (1998)
- Investment Funds Institute (IFIC) Course (1999)
- Canadian Securities Course (CSC), Canadian Securities Institute (2000)
- Conduct and Practices Course (CPH), Canadian Securities Institute (2001)
- Professional Financial Planning Course (PFP), Canadian Securities Institute (2002)
- Wealth Management Techniques Course (WMT), Canadian Securities Institute (2003)
- Financial Management Advisor Accreditation (FMA); Canadian Securities Institute (2003)
- Investment Management Techniques Course, Canadian Securities Institute (2004)
- Branch Managers Course (2006)

EXPERIENCE

- 1999-Present: Assante Capital Management Ltd. - Financial Advisor
- 1998-1999: Investors Group - worked as a client service representative
- 1996-1998: Carleton University Law Resource Centre - taught university students to properly research law cases and materials
- 1994-1996: Judicial Advocacy - worked to help those less fortunate work their way through the judicial system

INVESTMENT PHILOSOPHY

- Investment strategies are based on each individual's unique goals, objectives, age, risk tolerance, time frame for investing, experience and overall financial status. After carefully analysing these factors, assets are allocated to various asset classes, including cash or cash equivalents (short term), fixed income such as bonds and GICs (intermediate term), and equities and other growth-oriented investments (long term). Customized diversification and risk analysis is a hallmark of the process and strategies employed.
- A strict adherent to the financial planning process. Clients benefit from the integrity and a sincere caring approach shown, combined with a solid academic background and experience in finance, business, investment, retirement and estate planning.

We deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada.

Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group available through our sister-company, CI Investment Inc. and United Financial, a division of CI Private Counsel LP.

Be well-advised is our promise to you.