Canaccord Capital

Services Offered

As a Certified Financial Planner and Investment Advisor, I am able to help you make informed decisions in many areas including:

Retirement Planning
Investments and Savings
Estate Planning
Insurance
Tax Planning
Education Planning
Mortgage and Loan consulting
Budgeting
Golf Tips

All of these areas can have an impact on each other, so whether you have a need for a comprehensive financial plan or a specific goal, I can help you make an informed decision so you can get the most for your hard earned dollars. I also work with an extensive network of professionals that are available to help you put your plan together properly.


The Independence Advantage

The true value that I bring to our relationship is advice that is tailored to your personal needs. Financial products are only a means to an end, but unfortunately in our business the opposite is often the case. At Canaccord, we take pride in being Canada’s largest independent investment dealer, offering a wide variety of products and services to choose from as well as investment ideas from one of the top rated research departments in the industry. It allows me to find the best solutions to your needs without the pressure or constraints of in-house products.
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