Your Customized Financial Management Solution
You are unique; my strategy keeps that paramount.
Our relationship begins with an in-depth conversation with you, your family, and any other professionals you trust.
Knowing who you are, and the needs of those around you, allows me to better assess your current and future financial needs. It also alerts me to any areas of concern that have not been considered, but need to be addressed.
This step is fundamental to any discussion about portfolio construction.
All photography provided by Jared Chambers
ALIGNED CAPITAL PARTNERS INC.
ACP is an independent boutique firm. This means that the relationship between you and my team is just that. Your assets are held with the National Bank of Canada. This is why I chose to work with ACP: you have the safety and security to which you are accustomed, but the terms in which we decide to work together are not dictated by anyone else.
Please follow the link below to learn more about Aligned Capital Partners Inc.
ABOUT ME
I have been a Portfolio Manager since 2016 and have been working in the investment industry since 2004. I started my career with one of the top bank-owned firms but learned as the years went on that my client's best interests seemed to diverge from the firm's ever-changing business strategies. For that reason, I found a firm interested in ensuring that the client's best interests came first. The dedication to my clients is my top priority. I commit to a significantly lower fee model and offer additional services which were previously unavailable to them.
After graduating from Guelph with a B.Comm, I attended Florida State University for Management. This created the opportunity to travel the world and work at some unique and very exclusive resorts. Similar to the hospitality industry, my services to my clients must be excellent.
I was born and raised in Oakville, Ontario, and currently reside there with my wife and two children. In my spare time, I am usually shuttling kids between activities. The two of them have inherited my appreciation of all sporting activities. I could not possibly be prouder of these two little goblins.
I am well credentialed within the industry, and hold the Portfolio Manager title. Please follow the link below to review my credentialing through the Investment Industry Regulatory Organization of Canada (IIROC).
