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My services are primarily
suited to Individuals, Families and Corporations. Since no two situations are alike, I take pride in
tailoring specific Portfolios to your situation whether there is a requirement
for Income, Capital Preservation or Growth.
Investment Process
My focus is on developing
long-term, mutually beneficial relationships with my clients. Ownership of
individual equities and fixed income securities is the cornerstone of the
Portfolio construction. I bring a wealth of experience in retirement and
investment planning enabling me to develop portfolios that incorporate the
appropriate investment classes.
Commodity
producing/exploration companies, Blue Chip companies as well as international
securities form a significant portion of my investments. For those clients
looking for Flow-Through shares and IPO's/Secondary Issues, there are many
opportunities to provide those investments as well.
I am a licensed
Investment Advisor (BC, AB, SK, ON, NS, YK) and hold the Canadian Investment
Management (CIM) designation.
For a complimentary
review of your current Portfolio, or to discuss how I can assist you in meeting
your financial needs, please contact me at aplaxton@haywood.com
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