Institutional-style investing

Personalized, proactive management of your wealth

No two individuals are the same, and I believe no two portfolios should be, either. With the utmost in customized strategy and hands-on attention, I personally tailor investment solutions to meet the unique needs of each investor.

My clients include a broad array of individuals, and some institutional investors, with many varied financial requirements, ranging from very conservative fixed income portfolios to early-stage equity investments. I have helped to guide my clients with well-diversified accounts, holding a combination of money market instruments, convertible debentures and other bonds, high quality stocks and a small amount of junior equities.

I help my clients to maximize their returns in all market conditions while minimizing exposure to risk and taxes, also providing access to new issues to give my clients opportunities to invest in institutionally-priced securities. On occasion, I also use a small amount of speculative instruments for risk-tolerant investors who seek more aggressive growth.


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

14 January 2019
Oh Canada
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7 January 2019
How cheap it is
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Tax & Estate Planning
Strategies 

 

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

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

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