Advising business owners, professionals and families

Preserving capital, limiting risk and maximizing your wealth

My focus is on conservative, tax-conscious wealth management. Holding capital preservation as my top priority, I manage portfolios with the goal of achieving reasonable returns close to equity levels with lower volatility and less than equity risk.

I advise an exclusive clientele of successful accountants, lawyers, medical professionals and executives who have complex financial lives and multi-generational needs and am privileged to manage their entire asset bases. In addition to tax-effective investing strategies, my specialties include Individual Pension Plans (IPPs) and overall financial and estate planning for affluent investors.

With a deep and intimate knowledge of your personal and business circumstances, I help you invest for business growth, education and your other life goals, while minimizing tax and assisting with decisions regarding property and other investments. Working with multiple generations of your family, I facilitate tax-effective transfer of your wealth and ensure all levels of need are well provided for.
 

 


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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

29 March 2021
Value continues its comeback
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22 March 2021
Bonds still work
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April 2021
Investor Strategy: Another great quarter to be an investor
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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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