"I have thirty years of experience serving the financial needs of entrepreneurs, affluent families and institutional investors as a corporate account manager, merchant banker, and now as an Associate Portfolio Manager at PI Financial Corp. "

Each and every one of a select group of clients is provided with an unparalleled level of service and quality of advice they require to make informed investment and estate planning decisions.

Client services and products include:

• asset allocation and portfolio construction
• portfolio risk management programs
• retirement and financial planning
• individual equity and exchange traded funds (ETF) trading
• fixed-income investments including bonds, GICs, and preferred shares
• managed portfolios, mutual funds and structured products
• insurance products provided through PI Financial Services Corp.

At PI Financial Corp, I have the independence to provide my clients unbiased insight, advice and service. My passion is building high quality investment grade portfolios for my clients using low cost, sustainable and easy to understand investments that will provide my clients with a worry free retirement. I hold the Canadian Investment Manager (CIM) and Fellow of Canadian Securities Institute (FCSI) designations, which are among the highest attainable certifications in the area of retail investment management and financial planning in Canada.

I provide a personalized and comprehensive Investment Policy Statement (IPS) in writing to all full service clients having investable family assets in excess of $500,000. The IPS, which includes both service and review commitments, details a systematic and disciplined roadmap that disregards the "noise" of media distractions and short term market volatility, and allows us to focus on building and preserving your net worth.

Please call me today at 604-718-7503 for more information, or to set up an initial no-obligation consultation. I will combine all my investment, business, and life experience with my knowledge and patience to help you achieve your financial goals.

On July 1, 2007 Pacific International Securities Inc. became PI Financial Corp. This is our new website. For more information on our name change please refer to What's in a Name?