As a Portfolio Manager, I work with a select group of affluent clients and their families as well as corporations and foundations who share a common goal: to protect and grow their wealth in a reliable and predictable fashion. So I provide highly personalized advisory services within a framework of disciplined, diversified portfolio construction, selecting from among the world’s most successful and exclusive money managers.
Thinking differently about how to ensure a positive impact in our clients’ financial circumstances, I go beyond traditional portfolio management in the equity and bond markets alone to include conservative and predictable alternative assets, offering more effective diversification and a benchmark that offers protection and peace of mind regardless of market conditions.
My designations include the Financial Management Association (FMA), the Canadian Investment Manager (CIM), the Fellow of the Canadian Securities Institute (FCSI), and my life insurance license. I actively participate in the Canadian chapter the Alternative Investment Management Association (AIMA) and present as a guest speaker or panelist at various industry and private client events.
A graduate from the University of Western Ontario with a BA in Economics, I am a frequent commentator on the BNN and in The Globe and Mail, as well as in other local and national media.