Serve my clients' investment interests primarily in the large and medium cap markets as well as income generating securities. I am also licensed in options.
Investment vehicles used : Stocks , Bonds , Mutual Funds, Money Market Instruments, GICs , Options , traded in canadian and foreign markets.
Accont types :
- Pension plans : RRSPs , RRIFs , LIRAs ,
- LRSPs , LIFs , LRIFs , RRIFs .
- Tax-Free Savings accounts
- Trading accounts in $CAD and $US.
The observation and analysis of the Past and Present , to forecast and position accordingly for the probable future.