Servicing affluent individuals and corporate clients of all levels of trading experience.
I have been a full-service Wealth Advisor since 2004, working with clients of all backgrounds and levels of trading experience. I specialize in strategy development, technical analysis, options analysis, and risk- and leverage-management. I hold the Canadian Investment Manager (CIM), Derivatives Market Specialist (DMS), and Fellow of the Canadian Securities Institute (FCSI) designations.
I work with clients to develop, refine, and then act upon their individual investment policies and trading strategies—using ScotiaMcLeod's access to a uniquely broad range of investment products to my clients' advantage. Specifically, I ensure that clients are aware of their capability to diversify their portfolios and to mitigate risk using derivatives.
ScotiaMcLeod is the investment arm of Scotiabank, and a division of Scotia Capital Inc. Scotiabank is one of Canada's largest financial organizations with over $280 billion in assets. Scotia Capital is a proven corporate and investment banking leader, and contributes to making the Scotiabank Group one of North America's premier financial institutions and Canada's most international bank.
Scotiabank coordinates a team of experts to integrate protection, trust, legal, estate planning, borrowing and banking services within a total financial solution to clients. ScotiaMcLeod has earned a reputation for integrity based on our standards of excellence, quality service, and a commitment to doing what's right for our clients.