Understanding a client's needs and objectives is paramount and foremost in this business. Helping clients understand the risks/rewards and how to avoid mistakes is critical. Upon mutual understanding and agreement on strategy, I find that clients can focus on their business and let me focus on mine, with trust and confidence.
Investment Philosophy
Craig specializes in discretionary portfolio management and options writing. Clients are charged an annual fee based on the value of their portfolio, as opposed to the traditional commission approach. He firmly believes that everyone's best interests are truly aligned under this arrangement and with this common goal approach, Craig has built tremendous trust and loyalty within his business.
Investment Style
After a thorough analysis of a client's financial goals and objectives, Craig encourages well-diversified, balanced, high quality portfolios tailored to individual needs. Capital preservation is a top priority. Helping clients understand the risks and rewards of investing, and how to avoid mistakes, is critical to long-term wealth creation. Options strategies can then be implemented to generate additional income/capital for clients, where suitable.
Extensive research, from both the Odlum Brown Research Department and Craig, is required to ensure that investment opportunities meet each client's investment and performance objectives. Equity investments are made in high quality value companies. Overpaying for investments or chasing trends is a mistake that should be avoided when investing.
It takes years of experience, extensive research and time to be a successful investor. Benefit from Craig’s 20-plus years of investment industry experience and his genuine passion for investing.
Background
Craig began his investment career with Canada Trust in 1985. Over a nine-year period, he spent three years working in the Private Wealth Management Division before moving to the Pension Division, marketing investment management services to pension and mutual funds. After six years of institutional experience, Craig became the Director of Marketing for Frank Russell Company, the largest pension fund advisor in North America. He returned to the retail side of the business in 1997, where he believes his institutional experience benefits individual clients.