He firmly believes that his clients interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of dollar cost averaging to take advantage of market votatility and increase returns. Working closely with his clients, he will formulate a customized investment strategy designed to improve their portfolio's return, while keeping risk at an acceptable level. Whether his clients are conservative income-oriented investors, or growth-oriented investors, he will design an investment strategy that best fits his clients' needs using a wide range of investment products from GICs, bonds, mutual funds, stocks, options, discretionary managed products or hedge funds.
Stocks, Bonds, GICs, Mutual Funds, Options, Hedge Funds, Meridian accounts and fee based accounts through a licensed portfolio manager.
Doug's education and certificates:
B.A. (Hons), Queen's University, Kingston, Canada
Canadian Investment Manager (CIM), Canadian Securities Institute
Certified Financial Planner (CFP), Financial Planners Standards Council
Fellow of the Canadian Securities Institute (FCSI), Canadian Securities Institute
Options Licensing Course, Canadian Securities Institute
If you would like a relationship based on trust and a process that delivers peace of mind please feel free to give me a call (384-8470) or stop by my office located at the Bank of Montreal, Cataraqui Town Centre, 945 Gardiners Rd, Kingston, ON K7M 7H4.