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 October 2020
Earnings dance
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19 October 2020
Active versus passive
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October 2020
Investor Strategy: A loveless recovery
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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.


Cottage succession planning
Has your cottage or vacation property taken on added meaning during the pandemic? We explore one family’s situation and the cost-effective, tax-efficient solution they relied on to ensure their cottage stays within the family for generations.​

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