Investment Planning Advice

When it comes to investing, the disciplined approach pays the greatest dividends and creates a Life Well Lived

We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we will implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs.

I am a fully licensed stockbroker and have created a conservative North American dividend portfolio utilizing the Award-winning equity research of National Bank, Credit Suisse and Veritas. My clients who have utilized this strategy are impressed with the results. Please refer to the Testimonials section in this website.

As an Assante client, you have exclusive access to the customized United Financial brand of solutions managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies.


For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.