Vice-President, Investment & Wealth Advisor
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Welcome!
We are glad you are here and would like to introduce you to our team. We believe in responsible investing and being active in our community. We also regularly host events and blog about what catches our interest.
We follow a disciplined investment approach and foster long-term relationships with individuals and institutions based on trust, care and respect. We are passionate about what we do and the value we provide and we welcome the opportunity to speak in person - please connect with us right here.
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The free trade agreement between the EU and UK brings relief and challenges. We take a close look at the agreement and potential impact for investors.
The chaos unleashed in Washington has shaken us all. And yet the stock market was largely unfazed. Amid all the challenges today, is it defying logic?
While we are optimistic about the progress that we will make in 2021, it's clear that there will be no going back. Globally 'normal' is being re-imagined and the focus is on pivoting, building new and building better.
As parents think about the legacy they want to leave, educating the next generation around sustainability can help leave a lasting impact on generations to come.
In a year of grief and gratitude, of thinking global while supporting local, of showing care by staying away, we take a moment to share a few of the simplest things that brought us the most joy in 2020.
