Capturing opportunity. Managing risk. Thinking differently.

In providing experienced, customized wealth management to individuals, families and small business owners, my mission is to give my clients insights that turn them into inspired investors.

I encourage my clients to join the new guard who understand that there is a significant shift taking place in the world. The first person who will live to be 150 is already alive today. The number of Canadians to live past 100 has soared well into the thousands and is increasing constantly. On average, most of us will spend at least 35 years in retirement – and will be healthy and fit enough to live fully for most of those years.

It is more important than ever to imagine an inspiring future and invest – properly – for a long and enjoyable retirement. The privilege of helping people sleep at night knowing their future is well planned is what gets me out of bed in the morning. Markets might change, but our philosophy remains steadfast: Protect capital, keep volatility low, strive to achieve above-average returns.

 


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

Market Ethos

21 November 2022
Morphing market
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14 November 2022
Kapow!
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Investor Strategy

November 2022
Road not taken
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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.


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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