Through a deep understanding of my clients, I provide custom wealth management solutions

I help high-net-worth individuals, families and fisheries achieve greater peace of mind and financial confidence by providing a Private Investment Management approach that is tailored to their unique needs and goals. Leveraging decades of market experience, I help my clients grow and protect their wealth so that they can focus on what matters most to them.

Private Investment Management

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Intergenerational Wealth Transfer

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Business Owner Solutions

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Recent Posts

The U.S. dollar in transition: Cyclical volatility meets structural shifts

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

High stakes, narrow margins: Canada’s federal budget bets on investment-led growth

Overall, the story of Budget 2025 is as expected. There is big new spending and deficits that would be even larger without review savings...