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Investment Advisor & Financial Planner
Whether you're running a business or managing a family, planning your retirement or your children's future, I offer expert advice and guidance to help you achieve a greater peace of mind and financial confidence. I have a deep professional commitment to, and experience in, evidence-based investing, backed by decades of empirical research. I use this methodology to help you achieve the goals that are distinct to you and your personal situation. In my practice, you come first.
My commitment to delivering a premium experience is demonstrated through by my service to you and my education. By completing both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) programs - most highly respected and recognized designations in investment management and financial planning - I have dedicated my career to continuous learning and development to deliver the advice, outcomes and experience you deserve.
Ultimately, we want to guide you in protecting and growing your wealth – and most importantly, in realizing your life vision
After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.
The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.
Supply-demand conditions weakened further in most large Canadian markets as January unfolded. Potential buyers remained cautious despite...
President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.
