Prudent, growth-oriented investing

Comprehensive investment leadership

I am an experienced transactional Investment Advisor with a particular focus on serving the needs of growth-oriented investors and the directors and officers of public companies through my long experience and understanding of securities and market dynamics.

With a well seasoned approach to growth stock selection, alliances to some of the country’s finest wealth management talent, and a focus on tax minimization, I offer discerning investors superior advantages.

 


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.

February 2019
Income splitting strategies to meet your needs
Maximize your tax return this year with income splitting tips for young families, individuals age 65 and older, and shareholders of private corporations.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

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

19 February 2019
Two canaries
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11 February 2019
The trend is your friend
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