Reference Capital

Following a 25 year career in global capital markets and 5 years in investment management marketing, I am now applying my experience to help individuals and emerging companies realize their financial objectives. While the investment market caters quite well to individuals and companies with ample assets, mid-sized or smaller players are often either overlooked or charged high fees. My aim is to introduce investors and companies to people who can help them through a network of relationships I have established over many years. How I can help individual investors: As an institutional equity professional I discussed investment opportunities on a daily basis with some of the top investment managers in Canada and the United States. In addition to developing personal relationships, I have come to understand market psychology, the variety of investment styles and the the constraints that managers face in their daily lives. Through my network of relationships I can refer individuals to talented inves