My services are primarily suited to Individuals, Families and Corporations with financial assets of $500,000 and greater. 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