SENIOR INVESTMENT ADVISOR
I was born and raised in Calgary, and spent most of my formative years hiking, climbing, fishing, skiing, and cycling in the Canadian Rockies. I continue to enjoy our beautiful surroundings with my wife, Karen, and seven children.
My passion for investing began during my initial work career in the petroleum industry, eight years of which were overseas. In 1992, I turned this passion for investing and a strong desire to help others take care of their financial well-being into a new career.
I now enjoy a thriving wealth management practice. I have teamed up with several other advisors with whom I share a commitment to hard work and integrity. All of the partners are licensed through Assante Capital Management Ltd., which is registered with the Investment Industry Regulatory Organization of Canada.
My professional training and affiliation with Assante enables me to offer a wide range of wealth management solutions to my clients.
I am very dedicated to the business and deeply value my partners and all of my client relationships.
Will Higher Inflation Lead to Higher Returns?
Nov 15, 2021
What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....Read more
Energy Gridlock: The Sign of Economic Slowdown?
Oct 27, 2021
Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....Read more
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