Address132 Trafalgar Road
Oakville, ON L6J3G5
My BackgroundMy clients are important. They deserve honesty, respect and to be heard. I’ve been in the industry since 1994 as a trader managing investment firm’s money, a manager of Investment Advisors and as an Investment Advisor working with individuals and their families with portfolios between $500,000 and $3,500,000 in the Oakville and Burlington area and throughout Canada. I recommend a conservative approach based on academic research - many of my clients come from an academic or engineering background.
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