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Investment Management

An important part of the wealth planning process is developing a sound investment strategy that emphasizes protecting your money from the roller coaster of the stock market.

One of the unique ways I control the risk of losses and improve growth in my clients' investment portfolios is to use a system that compares the relative price movements of various investment classes and highlights those that are likely to out perform and under perform. It can help you decide when it is time to overweight or underweight your investment portfolio`s exposure to the stock market, thereby minimizing investment risk and maximizing long term investment growth.

I am currently one of only a few financial professionals in Canada who employ this ground-breaking system to enhance the investment experience of my clients.

To find out how it can improve how your investments are managed, feel free to contact me.