Astute financial analysis and sensitive service

Building and managing your wealth

Serving a select group of discerning professionals, business owners and affluent families in Edmonton and Vancouver, I provide discretionary portfolio management and venture financing opportunities. Following a service model approaching that of a family office, I act as my clients’ single point of contact, co-ordinating their team of advisors to simplify and streamline their finances and lives. I am distinguished by my unique combination of skills as a financial analyst and commitment to delivering sincere, tailored and attentive service.
 


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

Market Ethos

16 August 2022
Filtering Forecasts
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9 August 2022
Why is the market so happy?
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Investor Strategy

August 2022
Second half off to a good start
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Tax & Estate Planning
Strategies 

 

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


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

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