A focus on fixed income

Customized, conservative income portfolios

I advise a broad range of investors that include busy executives who have no time to manage their investments, medical and legal professionals, young families who have been referred to me through the community or their parents, and people who are nearing retirement and need conservative, income-generating portfolios. I pride myself on providing caring and attentive service.

As a former fixed income trader, my specialty is investing in fixed income securities to provide a steady income and the maximum yields the markets will bear through bonds, convertible bonds and preferred shares.
 

 


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

18 November 2019
Enhancing the 60/40 with Alts
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11 November 2019
Back to fundamentals
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November 2019
Investor strategy: Upbeat tone
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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.


2019 year-end tax planning checklist
Maximize your 2019 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2019 tax year.

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