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.

Market Ethos

26 May 2025
Let’s talk about yield
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20 May 2025
Wobbly
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Investor Strategy

May 2025
Rollercoaster
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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.

 

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

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