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.

30 March 2020
Beware the Dead Cat Bounce?
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23 March 2020
Lessons from afar
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March 2020
Investor Strategy: Air pocket
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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.


Business ownership: The complete wealth spectrum
We look at the complete spectrum of your wealth because we recognize that as a business owner, you need integrated, more sophisticated planning: Business solutions in sync with your estate and retirement plans, as well as cohesive insurance, tax and investment strategies. Learn how we can assist you in growing and protecting your legacy.‚Äč

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