CONTACT
Phone :
(250) 657-2200
1-866-678-2200
Fax :
(250) 654-0497
2537, Beacon Avenue
Suite 205
Sidney, BC
V8L 1Y3
Welcome
For prospective new clients you will find specifics which will give you an idea of my approach to investing, my investment philosophy and my professional qualifications. I certainly hope that after reviewing this information that you will feel comfortable giving my office a call, I would be most happy to discuss your specific situation.
For my existing clients you will find valuable information on the latest initiative coming from my office, details on workwhops, seminars and upcoming ... [ More ] events that are designed especially fopr you and an opportunity to communicate directly to me. In addition, I have included a Links section as a value-added service. These will take you to other web sites that I think would be of interest or of use to you in helping you understand the principles of investing and the workings of financial markets.
As a National Bank Financial Investment Advisor, I have the expertise and all of the necessary resources at my disposal to help you reach your investment objectives. I provide each of my clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with your individual needs.
My mission statement is simple, but powerful: I bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investments...yours!
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CURRENCY EXCHANGE
| Currency | Buy | Sell |
|---|---|---|
CDN$ |
1.003 |
1.0235 |
USD$ |
0.977 |
0.997 |
MARKETS TODAY