The following downloads are available for both clients and prospective clients. Please let us know if you have any ideas for additional downloads.
Offer to non-clients
.pdf
An offer of a coffee and a second opinion on your financial and investment plan may be just what you need in these turbulent markets.
Winter 2009 Newsletter
My quarterly newsletter.
Rational Thinking
Drafted by Renaissance Funds, this document discusses the current market and behaviours of clients.
Client Comments
A short list of client comments received over the years regarding our services.
My personal resume (CV)
For prospective clients, a copy of my resume is provided here for consideration.
