Institutional-style portfolio management

My team’s holistic approach includes portfolio management, asset allocation and overall wealth planning.

Through the award-winning investment platform of RBC Dominion Securities, we access the highest standard of professional expertise.

  • Institutional, pension fund-style investment decisions are led by our firm’s Chief Investment Strategist.
  • My team and I customize those recommended mandates to address your unique needs, align your investment decisions with your goals and articulate those decisions to you.
  • Additional oversight is provided by an Investment Policy Committee, sub-advisors who select stocks, and analysts who perform bottom-up research and other due diligence.
  • The market is dynamic, so our firm has strict risk management protocols in place to protect your portfolio in the event of market turbulence.

As a Chartered Financial Analyst (CFA) Charterholder, I hold the highest designation in our industry, given by the CFA Institute to certify our competence and integrity.

How you benefit from our discretionary investment services

  • You do not need to make daily investment decisions; you can entrust them to our team.
  • We can address opportunities and risks without waiting for your approval.
  • We create an Investment Policy Statement (IPS) for you that reflects your objectives, risk tolerance and financial situation. This sets the parameters, asset allocation and diversification of your portfolio.
  • One transparent, asset-based fee lets us focus on your portfolio’s success without worrying about the cost of trades, includes all wealth planning services and may be tax-deductible on non-registered accounts (ask your tax advisor).

Our team manages assets for a limited number of affluent households, which ensures that we have ample time to provide high-quality, personalized service.