Client Focused
Doug believes in developing long-term relationships and really getting to know his clients. Whether planning for retirement, a dream home or a child's education, he works to ensure that your portfolio is tailored to realize your specific objectives.
Clients have access to a full range of investment products and benefit from a dedicated and knowledgeable advisor backed by a team of highly-regarded research analysts; allowing busy individuals to focus on their own careers and families, knowing that their financial interests are being well served.
Doug's broad and diverse experience has been instrumental in providing him with the background necessary to evaluate all sectors of the economy and offer insight on global issues that can affect Canadian and foreign investments.
Approach
Doug has drawn on his international business experience to formulate his own disciplined and pragmatic investment style and works closely with his clients to help them gain a better understanding of the global economy.
Doug provides clients with:
- One-to-one client/advisor relationship
- A disciplined investment plan and a portfolio designed for long-term wealth while minimizing risk
- Quality investment advice supported by the highly successful strategy of the
research department
Professional Background
Doug has worked in cities around the world including London, Paris, Moscow, Beijing, and Singapore and held numerous positions in both management and consulting roles. Having worked with large organizations such as Astra Zeneca, BP, BUPA, Cathay Pacific, Cooperative Financial Services, Cummins, Isuzu, Marks & Spencer, Phillips, Schlumberger and TNK-BP, he has gained first-hand knowledge of these industry sectors.
His roles have included merger and acquisition due diligence, the formation of a cleantech joint venture in Beijing and the re-organization and management of global IT operations for the world's largest commodity trader.
Doug holds a Bachelor of Applied Science (Mechanical Engineering) from the University of British Columbia and a Masters of Business Administration from INSEAD (France). He is also a Professional Engineer (Canada) and speaks three languages.