Private Wealth Manager, Independent Financial Advisor.I’ve been with NFB Private Wealth Management since 2016 and I specialise in investments and life insurance solutions. Prior to joining NFB Private Wealth Management, I was a Financial Advisor at 1.618 Advisory Services for 5 years specialising in the Discovery range of products. My investment philosophy is relatively simple as I believe any portfolio should be tax efficient and well diversified, Healthy diversification in terms of asset allocation, geographical exposure, currency exposure and to ensure that sufficient liquidity is provided at all times. I enjoy most sports, particularly golf which I played provincially for most of my life, gym and running.
Listed skills include Life Insurance, Insurance, Financial Planning, Retirement Planning, and 8 others.