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.
 

 


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

19 November 2018
Bull v Bear tug-o-war
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12 November 2018
Decisions under risk
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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.

September 2018
Cottage succession
Thinking of selling or transferring the cottage? Find out how you might do that and how taxes will affect your future plans.

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