Welcome


We offer guidance on investment and financial affairs, and manage the risk that the markets and life can bring.

We work with professionals, business owners and high-net-worth individuals who require assistance with the building and protection of their wealth. we also help retirees and pre-retirees maintain their desired lifestyles, and assist well-established families with the tax-efficient transfer of wealth to the next generation.

Our 
approach to wealth management is comprehensive and tailored to you. Before we begin to manage your money, we employ a disciplined approach to determine a thorough understanding of your financial needs and objectives. That way we can develop a portfolio that truly suits you.  

Please feel free to contact us for more information.

Recent Posts

Setting the stage for a sustainable Chinese equity rally

Jan 16, 2026 | Jasmine Duan

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

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U.S. equity returns in 2025: Record-breaking resilience

Jan 08, 2026 | Kelly Bogdanova

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Building on a narrow base

Jan 06, 2026 | Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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Executive summary: Global Insight 2026 Outlook

Dec 19, 2025 | The Global Portfolio Advisory Committee

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

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ehren mendum

Ehren Mendum, CFA

Portfolio Manager

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krista deacon

Krista Deacon

Associate Advisor

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amanda wilson

Amanda Wilson

Associate

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