I started in the investment business in 1986 in Calgary as a Financial Consultant with BMO. I moved to San Diego in July 1987 and began my career in earnest with Smith Barney. I spent 13 years there, and then 12 years at Wells Fargo Advisors (and predeccesor firms). Then four years with Raymond James. RBC Wealth Management has been an excellent fit for my business. My specialty is retirement planning and long-term growth investing, with a focus on income enhancement. We also offer IPO's and secondaries of common and preferred stock. I rely heavily on the firm's award winning research to build individually tailored portfolios (as well as research from several outside sources). A Wealth Plan is integral to successful planning for retirement, and its a key component to what I offer my clients, and its a service we offer free of charge. #financialadvisor #investmentadvisor #stockmarketadvice