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Guiding You to Financial Freedom

The Financial Guardian Investment Process

I adhere to the K.I.S.S. approach of managing money (Keep It Simple Stupid) - adding value by either boosting your returns or protecting your capital from mistakes. I spend countless hours tracking all my recommendations daily, benchmarking them to peers, attending seminars, meeting company representatives, listening to conference calls/ podcasts, reading industry magazines / online articles and analyzing emails in order to keep current on issues that may impact my clients. 

What I Look For When I Buy:

  • Prefer dividend paying / yield investments
  • Good risk/reward

What I Look For When I Sell:

  • 1 year or more of unexplainable under performance
  • Company / Portfolio manager change

 

If warranted I will call, email, mail or meet my clients and make appropriate changes.

Call 416-259-8222 Ext. 243