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Senior Investment & Wealth Advisor
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As an Investment Advisor, Barnaby focuses on helping clients build long-term financial security by building long-term relationships. This simple but powerful approach means you are always working with an advisor who truly understands your wealth management goals, and can tailor a plan to help you achieve them.
Whether it is working with individuals, established families, business owners or not-for-profit groups or foundations, Barnaby has the expertise and experience to help you achieve your wealth management goals.
Barnaby can help you make sense (and cents!) out of a confusing and turbulent world.
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June 13, 2016
GIC rates
Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for you as part of tax planning.
These strategies can help you maintain the lifestyle you had while working.
Important aspects to consider in organizing your financial picture.
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.
