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 Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly...

U.S. productivity renaissance

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.