Approach

Managing risk.
Exceeding expectations.

My approach is always goal-based. By understanding your circumstances, needs, and financial planning priorities, I offer investment strategy recommendations and will build a diversified, tax-efficient portfolio to capitalize on the best investment opportunities for you. Read more…

 

Expertise

Building the best customized wealth management plans.

Innovative, transparent and productive investing cannot happen without a strong advisor-client partnership. I employ sophisticated strategies to minimize risk and ensure steady returns. Read more…

 

Services

Top-tier, personalized solutions for business and families.

As a discretionary Portfolio Manager, I also provide financial planning, estate planning and insurance solutions, as well as strategic options for families and businesses. Read more…

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

26 July 2021
Gold has lost some of its mojo
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28 June 2021
Investors are getting smarter
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July 2021
Investor Strategy: Half time with a big lead
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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