Great News, Exciting Times......

   I now have the added benefit of helping clients to safely invest in mainstream style investments. Through my partnership with "CI Direct", all your investment accounts can participate in a wide range of well structured portfolios.

   CI Direct is a subsidiary of CI Financial, a large Canadian financial services corporation.

   They provide ; 

   - professional asset management within all types of accounts such as RRSP. RRIF, TFSA, .

   - easy online access to your accounts 24/7. 

   - transactions and updates handled online, at your convenience.

Of course I still handle segregated mutual funds for special cases.


Please call or email with your enquiries. Thank you.