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Senior Investment Advisor
With over 30 years in wealth management, I can help give you what money cannot buy: peace of mind. My team and I put the needs of you and your family first. Our financial planning process is thorough and our investment solutions are tailored just for you. Your goals are our goals, and we have the resources you need to reach them. By managing controllable risks and staying true to our disciplined methodology, we are your dependable guides in volatile markets.
Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.
It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.
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June 13, 2016
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